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Peter Thomas Tyack

Financial Professional at LIDO

New Albany, OHCRD #7924961
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Peter Thomas Tyack is a financial professional associated with LIDO in New Albany, OH, where they have been associated since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam.

Office

29 High Street, Suite A
New Albany, OH 43054

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Registration type not available
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/1/2026

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

LIDOCurrent
6/1/2026 – New Albany, OH

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
Firm's annual rate schedule by assets
  • 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.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Wealth ManagementFamily OfficeInvestment ManagementEstate PlanningTax ConsultingTax PreparationTrust ServicesPhilanthropic ConsultingFamily GovernanceLiquidity ManagementLegacy Creation

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsInsurance CompaniesCorporations

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 profile

Other advisors at LIDO

Showing 12 of 318 in the directory

View LIDO firm profile

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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. Peter Thomas Tyack 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.

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