Unclaimed Profile

Richard Lee Intrater

LONG-TERM SOLUTIONS, LLC·MILL VALLEY, California

Series 5, Series 7, Series 63, Series 6523 years registeredLONG-TERM SOLUTIONS, LLC

104 TIBURON BOULEVARD, MILL VALLEY, CA 94941CRD# 709118Firm CRD# 137611

Profile Verification

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

Identity

Richard Lee Intrater · MILL VALLEY, CA

Registration

CRD #709118 · LONG-TERM SOLUTIONS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LONG-TERM SOLUTIONS, LLC

VIVALDI CAPITAL MANAGEMENT LP

Sep 2019 – Jun 2026

Mill Valley, CA

VIVALDI CAPITAL MANAGEMENT, LLC

Nov 2017 – Jul 2018

Mill Valley, CA

LONG-TERM SOLUTIONS, LLC

Oct 2008 – Dec 2008

SAN FRANCISCO, CA

SUTTER STARMONT ASSET MANAGEMENT, LLC

Sep 2002 – Oct 2003

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 5

Series 7

Series 63

Series 65

Registration record

First registered · September 9, 2002

Years registered · 23

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 Richard Lee Intrater offer?

Richard Lee Intrater specializes in Financial Planning, Investment Management, Retirement Planning.

What are Richard Lee Intrater's credentials?

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

Where is Richard Lee Intrater located?

Richard Lee Intrater is based in MILL VALLEY, California, last registered with LONG-TERM SOLUTIONS, LLC.

How does Richard Lee Intrater charge for services?

Richard Lee 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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