Unclaimed Profile

Brandon Lyon Intrater

LONG-TERM SOLUTIONS, LLC·MILL VALLEY, California

Series 6517 years registeredLONG-TERM SOLUTIONS, LLC

104 TIBURON BOULEVARD, MILL VALLEY, CA 94941CRD# 5633812Firm CRD# 137611

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brandon Lyon Intrater · MILL VALLEY, CA

Registration

CRD #5633812 · LONG-TERM SOLUTIONS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

CORIENT

Jun 2026 – present

VIVALDI CAPITAL MANAGEMENT LP

Oct 2017 – Jun 2026

Mill Valley, CA

LTS CAPITAL ADVISORS

Jan 2009 – Mar 2017

MILL VALLEY, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 14, 2009

Years registered · 17

Disclosure History

2015Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LONG-TERM SOLUTIONS, LLC

CRD 137611 · SEC 801-66331

AUM

$147M

Regulatory assets under management

Employees

122 client accounts

Services offered by LONG-TERM SOLUTIONS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at LONG-TERM SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Brandon Lyon Intrater offer?

Brandon Lyon Intrater specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MILL VALLEY, California for a consultation.

What are Brandon Lyon Intrater's credentials?

Brandon Lyon Intrater is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brandon Lyon Intrater located?

Brandon Lyon Intrater is based in MILL VALLEY, California, working with LONG-TERM SOLUTIONS, LLC. Their office serves clients in the MILL VALLEY metropolitan area and surrounding communities.

How does Brandon Lyon Intrater charge for services?

Brandon Lyon Intrater's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LONG-TERM SOLUTIONS, LLC?

LONG-TERM SOLUTIONS, LLC has approximately 6 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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