DL
Daniel Leong
Investment Adviser Representative at LIDO
CRD #6900090Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
States Registered
3 states
Registrations & licenses
Registration type
Investment Adviser Rep
Registered in 3 states
CaliforniaFloridaTexas
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Primary fee model
Assets Under Management (AUM)
Source
LIDO Form ADV Part 2A (Item 5), most recent annual amendment.
Official records & sources
FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About this profile
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Leong has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.