ChooseAFinancialAdvisor.com
Advisors / Michigan / Ann Arbor
5yrs

Conner Dabish

Financial advisor at Lido

Conner Dabish has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Ann Arbor, Michigan. Conner joined Lido in 2024, a firm offering financial planning, investment management, and private fund management. Lido reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 700 advisors with offices in Ann Arbor, and one of 634 fiduciaries.

Ann Arbor, MI 48104Fiduciary advisor
Call LidoDirections

At a glance

Experience5 years (since 2022)
How that compares ?5 years in the industry
Office110 Miller Avenue First Floor, Ann Arbor, MI 48104
FirmLido
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$2.93 million
Advisors at the firm319
States licensed ?1 state

Services through Lido

Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2024 – now
    LidoCurrent firm

Questions to ask Conner

Tailored to Conner’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Conner

How do I contact Conner?

Call Lido at (800) 301-5436 and ask for Conner Dabish. Conner works from the Ann Arbor, MI office.

How long has Conner been a financial advisor?

Conner has been in the industry since 2022, about 5 years. 5 years in the industry.

What licenses does Conner hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Conner a fiduciary?

Conner is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Conner paid?

Lido reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Conner for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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