Nadav H. Schwartz

IDB LIDO WEALTH

New York, NY 10036

CRD#: 5557529

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Professional summary

Nadav Hillel Schwartz, who also goes by Nadav Schwartz, is a registered financial advisor currently at IDB LIDO WEALTH, LLC located in New York, New York.

Nadav is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Nadav has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, Series 31, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nadav Schwartz

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) - RIA

Click below to view Nadav Hillel Schwartz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

December 15, 2023 - Present

IDB LIDO WEALTH, LLC

Office #1: 1114 6th Avenue 9th Floor, New York, NY, 10036

RIA

CRD#: 322488

New York, NY

Past

October 22, 2019 - August 13, 2021

ALLIANCEBERNSTEIN L.P.

RIA

CRD#: 108477

New York, NY

Past

October 18, 2019 - August 13, 2021

SANFORD C. BERNSTEIN & CO., LLC

CRD#: 104474

NASHVILLE, TN

Past

November 25, 2015 - April 9, 2019

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

NEW YORK, NY

Past

November 24, 2015 - April 9, 2019

UBS FINANCIAL SERVICES INC.

CRD#: 8174

NEW YORK, NY

Past

December 12, 2012 - December 18, 2015

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Past

October 15, 2012 - December 18, 2015

CREDIT SUISSE SECURITIES (USA) LLC

RIA

CRD#: 816

NEW YORK, NY

Past

June 26, 2008 - April 1, 2011

MOLOTSKY TAX ADVISORY GROUP, LLC

RIA

CRD#: 144292

COLLINGSWOOD, NJ

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".

IDB LIDO WEALTH, LLC

CRD#: 322488 / SEC#: 801-126779

RIA

Registered Investment Advisory firm - (12/5/2022 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/15/2023)

IAR

Florida
(4/11/2024)

IAR

New Jersey
(1/30/2024)

IAR

New York
(12/15/2023)

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 65

Date: 11/13/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/2/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/30/2024

General Securities Representative Examination

General Industry/Product Exam

Series 31

Date: 11/6/2019

Futures Managed Funds Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/11/2012

General Securities Representative Examination

Current Firm

IDB LIDO WEALTH, LLC

CRD#: 322488 / SEC#: 801-126779

RIA

Registered Investment Advisory firm - (12/5/2022 Approved)

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Contact information

Main Address

1114 6th Avenue 9th Floor, New York, NY, 10036

Mailing Address

Phone number

(646) 839-9793

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IDB LIDO FORM ADV PART 2A 3.28.2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	235
AUM (Assets Under Management)	$ 337,969,288

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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Advisor Monitoring

Firm Stability Insights

Nadav H. Schwartz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nadav Hillel Schwartz's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLIANCEBERNSTEIN L.P.

SANFORD C. BERNSTEIN & CO., LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

MOLOTSKY TAX ADVISORY GROUP, LLC

Primary Firm SEC Registration

IDB LIDO WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/13/2023

Series 63

Date: 3/2/2013

Series 7TO

Date: 6/30/2024

Series 31

Date: 11/6/2019

SIE

Date: 10/1/2018

Series 7

Date: 12/11/2012

Current Firm

IDB LIDO WEALTH, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IDB LIDO WEALTH, LLC

TRUST BUT VERIFY

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