Michael Muchnikoff
Investment Adviser Representative at LIDO
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael Muchnikoff is an investment adviser representative with LIDO in New Albany, OH, where they have been registered since 2026. They have worked in the securities industry since 2020 and have been registered with 3 firms, including Mariner Wealth and Edward Jones. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in California and Ohio.
Registrations & licenses
- Investment adviser:
- California, Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edward JonesAug 2019 – Apr 2022St Louis, MO
- BlastOne InternationalMay 2017 – Jun 2018Columbus, OH
- State FarmJun 2018 – Aug 2018Hilliard, OH
- Full-time educationAug 2016 – May 2017Columbus, OH
- Full-time educationAug 2018 – May 2019Columbus, OH
- Extended travelMay 2019 – Aug 2019Columbus, OH
- Mutual of America Securities LLC.Apr 2022 – Jan 2025Columbus, OH
- MarinerOct 2025 – Jan 2026Overland Park, KS
- Self study and extended travelJan 2025 – Oct 2025Columbus, OH
- Lido Advisors, LLCMar 2026 – no end date reportedLos Angeles, CA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LIDO
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Firm account minimum
- $1,000,000 (waivable)
- Estimated blended rate
- 0.0125
- Primary - Under $2M1.25%
- Primary - $2M and higher1.00%
- Heritage Pegasus - Under $2M1.00%
- Heritage Pegasus - $2M to under $5M0.85%
+8 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial and estate planning, investment management, tax consulting and preparation, and trust services including trust administration, family governance, and philanthropic consulting.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 318
- Offices listed on AdvisorFinder:
- 34
- Main office:
- Los Angeles, CA
- SEC file number:
- 801-100433
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 27, 2026
View full firm profileOther advisors at LIDO
Showing 12 of 318 in the directory
Similar advisors in New Albany, OH
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Muchnikoff 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched