Brandon N. Adrian

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CRD#: 4479205

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.

Brandon Nmn Adrian, who also goes by Brandon Adrian Methenitis, Brandon F Methenitis, Brandon Franciscus Methenitis, was a registered financial professional .

Brandon is a previously registered financial professional and started their career in finance in 2002. Brandon had worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Brandon Adrian Methenitis | Brandon F Methenitis | Brandon Franciscus Methenitis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

July 1, 2015 - August 3, 2020

LIDO

RIA

CRD#: 269866

LOS ANGELES, CA

Past

November 4, 2009 - July 22, 2015

LIDO ADVISORS

RIA

CRD#: 119540

BEVERLY HILLS, CA

Past

June 17, 2005 - December 31, 2010

B. A. M. ASSET MANAGEMENT, LLC

RIA

CRD#: 134814

BEVERLY HILLS, CA

Past

March 20, 2002 - May 5, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LOS ANGELES, CA

Past

February 18, 2002 - May 5, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LIDO

COLORADO FINANCIAL MANAGEMENT, A LIDO COMPANY | OAKHURST STRATEGIES, LLC | LIDO ADVISORS, LLC | LIDO ADVISORS | LIDO

CRD#: 269866 / SEC#: 801-100433

RIA

Registered Investment Advisory firm - (7/1/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/18/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 2/15/2002

General Securities Representative Examination

Current Firm

LIDO

COLORADO FINANCIAL MANAGEMENT, A LIDO COMPANY | OAKHURST STRATEGIES, LLC | LIDO ADVISORS, LLC | LIDO ADVISORS | LIDO

CRD#: 269866 / SEC#: 801-100433

RIA

Registered Investment Advisory firm - (7/1/2015 Approved)

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Contact information

Main Address

1875 Century Park East Suite 950, Los Angeles, CA 90067

Mailing Address

Phone number

(310) 278-8232

Established

Firm type

Fiscal year end

# of Employees

320

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LIDO ADV PART 2A 9.26.25 (9/26/2025)

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	Cover Page	Report
11/26/2024	Cover Page	Report
01/26/2024	Cover Page	Report
02/28/2023	Cover Page	Report

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.

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Brandon N. Adrian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LIDO

LIDO ADVISORS

B. A. M. ASSET MANAGEMENT, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

LIDO

State Registrations and Notice Filings

Exams

Series 66

Date: 3/18/2002

Series 7

Date: 2/15/2002

Current Firm

LIDO

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LIDO

TRUST BUT VERIFY

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