# Sagar Sheth

Sagar Sheth is an investment adviser representative (IAR) with state registration records since 2018, appearing at 6 firms. Currently registered with LIDO ADVISORS, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LIDO ADVISORS, LLC](https://search.stillhousedata.com/firm/269866) | 2024-02-07 | present | Yes |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2022-09-30 | 2023-09-07 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2022-09-30 | 2022-10-14 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2021-08-17 | 2024-01-09 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2020-01-30 | 2021-06-18 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2018-11-24 | 2019-07-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7000608)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7000608.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.