J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
New
Tracy Wright
Financial advisor at Lido
Tracy Wright is a fiduciary financial advisor in Los Angeles, California, registered since Aug 2026. Tracy joined Lido in 2026, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
Office1875 Century Park East Suite 950, Los Angeles, CA 90067
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 65Uniform Investment Adviser Law Examination
Career
- Aug 2026 – nowLidoCurrent firm
Questions to ask Tracy
Tailored to Tracy’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Tracy
How do I contact Tracy?
Call Tracy’s local office at (310) 278-8232 or the Lido main office at (800) 301-5436, and ask for Tracy Wright.
How long has Tracy been a financial advisor?
Tracy is new to the profession, registered since Aug 2026, and holds 1 license.
What licenses does Tracy hold?
Series 65. Tap any license on this page to see what it allows.
Is Tracy a fiduciary?
Tracy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tracy 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 Tracy 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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