Sagar Sheth - Email & Phone Number

Senior Vice President, Senior Wealth Advisor at Lido Advisors, Llc

Sagar Sheth is based out of Greater Chicago Area and works at Lido Advisors, Llc as Senior Vice President, Senior Wealth Advisor.

Sagar Sheth's Contact Information

Latest update

May 7, 2024

Location

Greater Chicago Area

Sagar Sheth's Work History

Senior Vice President, Senior Wealth Advisor

Lido Advisors, LLC

Feb 2024 - Present

Vice President, Financial Consultant

Charles Schwab

Aug 2022 - Jan 2024

Investment Consultant

Charles Schwab

Jul 2021 - Aug 2022

Relationship Manager

Fidelity Investments

Jan 2020 - Jun 2021

Financial Representative

Fidelity Investments

Jul 2019 - Jan 2020

Sagar Sheth's Education

University of Illinois Urbana-Champaign

Bachelor’s Degree

2013 - 2017

Sagar's current employer

Lido Advisors, Llc

Description

Lido Advisors provides comprehensive and unique investment and wealth strategies to high-net-worth and ultra-high-net-worth individuals, ...

Website

lidoadvisors.com

HQ Location

Los Angeles, CA, United States

Number of employees

51-200

Industry

Investment Management

Latest update

May 1, 2024

Read about Lido Advisors, Llc

Frequent questions about Sagar Sheth

What company is Sagar Sheth working for?

Sagar Sheth works for Lido Advisors, Llc.

What is Sagar Sheth's function at Lido Advisors, Llc?

Sagar Sheth is Senior Vice President, Senior Wealth Advisor at Lido Advisors, Llc.

Where is Sagar Sheth based?

Sagar Sheth is based out of Greater Chicago Area.

Who are Sagar Sheth's co-workers?

Sagar Sheth's colleagues are Neal Shusterman, Joe Chong, Stuart Katz, Lido Chen, Jason Ozur, Gregory Kushner, Ken Stern, Tommy Corning, Jacob Nassy, William Coughlan, Brian Mills, Brandon Nie, Pravin Bhagwat, Michael Reis, Ashis Bose, Olivia Zaiya, Candice Richardson, Sam Hoeck, Hedieh Bolour, Bryce Coward, Connor Maniatty, Daniel Yi, Paul Ryan, Jeffrey Kaufmann, Sierra Argyle, Brad Barthelmes, Long Tran, Melinda McHugh, Michael Sanchez, Gerardo Martinez, Roberto Paredes, Ryan Hosegood, Kyle Cross, Emily Howard.

Sagar's co-workers

President, Private Client

Lido Chen

ceo

Jason Ozur

Chief Executive Officer

Vice President - Alternative Investments

William Coughlan

Vice President, Tax Specialist

Brian Mills

Vice President of Wealth Management

Brandon Nie

Vice President

Pravin Bhagwat

SVP Digital Transformation

Michael Reis

Senior Vice President, Portfolio Manager

Ashis Bose

Sr. Vice President, Software Engineering

Olivia Zaiya

Senior Vice President, Wealth Advisor

Candice Richardson

Vice President, Investments and Analytics

Sam Hoeck

Senior Vice President - Senior Wealth Manager

Hedieh Bolour

Senior Vice President, Private Wealth Advisor

Bryce Coward

SVP, Senior Wealth Advisor

Connor Maniatty

Senior Vice President, Advisor Growth M&A

Daniel Yi

Vice President, Human Resources

Paul Ryan

Senior Vice President, Trading

Jeffrey Kaufmann

Senior Vice President - Wealth Advisor

Sierra Argyle

Senior Vice President, Senior Wealth Manager

Brad Barthelmes

Vice President - M&A

Long Tran

Sr. Vice President, Sr. Wealth Manager

Melinda McHugh

Senior Vice President, Advanced Wealth Planning

Michael Sanchez

Senior Vice President, Operations and Facilities

Gerardo Martinez

VP, Legal & Compliance

Roberto Paredes

Executive Vice President, Head of Distribution

Ryan Hosegood

Vice President Wealth Advisor

Kyle Cross

Vice President, Wealth Manager

Emily Howard

VP, Wealth Advisor

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