Skip to main content

Main navigation

Who We Are
What We Do
Our Services
Our Team
Contact Us

Profile Menu

Form CRS
My IDB Lido

(646) 839-9793
idb.lido@idblidowealth.com

Drew Graves

Senior Vice President, Senior Wealth Manager

dgraves@idblidowealth.com

Back to top

Speak with our team

Let's explore your vision for your family's future.

Contact Us

Your request has been sent

Someone will be in contact with you shortly.

Homepage

1114 6th Avenue,
9th Floor

New York, NY 10036

(646) 839-9793

idb.lido@idblidowealth.com

Footer

Disclosures

Privacy

Terms

Description of Professional Designations

Cookies Policy

IDB Lido Wealth, LLC is an investment adviser registered with the U.S. Securities & Exchange Commission (“SEC”). SEC registration does not denote competence, ability, expertise, or any level of skill or training. Advisory services are only offered to clients or prospective clients where IDB Lido Wealth, LLC and its representatives are properly licensed or exempt from licensure.

The content reflected on this website is provided for informational purposes only. Nothing herein should be considered financial or investment advice, or a recommendation to buy or sell securities. Opinions reflected are as of the date of publication and are subject to change without notice. Investing in securities carries a risk of loss, including the complete loss of principal invested. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will be profitable or suitable for your financial situation or risk tolerance.

As an SEC-registered adviser, we are required to publicly file certain information with the SEC as well as furnish or provide you with the opportunity to obtain important information about our principals, employees, products, services, and fee schedules. In addition to reviewing our Form CRS (Client Relationship Summary), which is located on our website home page, you should review our Form ADV Part 2A Disclosure Brochure, which contain the important information. Copies of our Form ADV Part 2A can be obtained at adviserinfo.sec.gov, by calling us at (310) 278-8232, or writing us at 1114 6th Avenue, 9th Floor, New York, NY 10036.

Please also review the additional important disclosures under the “Disclosures” link above.

Investment and Insurance Products:

Are NOT FDIC Insured

Are NOT Bank Guaranteed

Are NOT Deposits

Are NOT Insured by any Federal Government Agency

May Lose Value Including Loss of Principal