Christopher M. Lagudis
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Christopher Michael Lagudis, who also goes by Chris Lagudis, was a registered financial professional .
Christopher is a previously registered financial professional and started their career in finance in 1982. Christopher had worked at 12 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 20, 2023 - March 3, 2026
LIDO
August 26, 2013 - April 20, 2023
COLORADO FINANCIAL MANAGEMENT LLC
April 23, 2003 - May 16, 2003
OMNIVEST, INC.
April 19, 1999 - September 1, 2000
OMNIVEST, INC.
September 22, 1993 - February 26, 1999
LPL FINANCIAL LLC
April 29, 1988 - September 28, 1993
CAPITAL BROKERAGE CORPORATION
April 15, 1988 - April 22, 1988
PAMCO SECURITIES AND INSURANCE SERVICES
April 12, 1988 - April 23, 1988
GAF FINANCIAL AND INSURANCE SERVICES
February 10, 1986 - January 21, 1988
GAF FINANCIAL AND INSURANCE SERVICES
January 15, 1986 - January 12, 1988
PAMCO SECURITIES AND INSURANCE SERVICES
November 18, 1985 - December 23, 1985
THOMSON MCKINNON SECURITIES INC.
November 26, 1984 - November 23, 1985
SUTRO & CO. INCORPORATED
June 25, 1984 - December 6, 1984
WEDBUSH SECURITIES INC.
October 19, 1982 - July 2, 1984
RAUSCHER PIERCE REFSNES, INC.
January 25, 1982 - November 1, 1982
COASTAL ASSET MANAGEMENT CORPORATION
Primary Firm SEC Registration
LIDO
CRD#: 269866 / SEC#: 801-100433
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
LIDO
CRD#: 269866 / SEC#: 801-100433
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 27,931 |
| AUM (Assets Under Management) | $ 29,080,337,946 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 11/26/2024 | ||
| 01/26/2024 | ||
| 02/28/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
