Sagar Sheth is an investment adviser representative (IAR) with state registration records since 2018, appearing at 6 firms. Currently registered with LIDO ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LIDO ADVISORS, LLC | 2024-02-07 | present | Yes |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2022-09-30 | 2023-09-07 | — |
| TD AMERITRADE, INC. | 2022-09-30 | 2022-10-14 | — |
| CHARLES SCHWAB & CO., INC. | 2021-08-17 | 2024-01-09 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-01-30 | 2021-06-18 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2018-11-24 | 2019-07-08 | — |