Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Intrater is an investment advisor representative with Vivaldi Capital Management LP. Richard has been in the industry since 1980. Richard is registered with the state of California. Richard previously worked at Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, Mutual Service Corporation, Lehman Government Securities Inc., Lehman Special Securities Inc., Lehman Brothers Inc. and Lehman Brothers Kuhn Loeb Incorporated.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
01/01/2025 - Present
Vivaldi Capital Management LP (Mill Valley CA)
WI
09/10/1999 - 01/30/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
09/10/1999 - 10/22/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MA
11/17/1993 - 09/30/1998
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
09/06/1989 - 04/19/1993
LEHMAN GOVERNMENT SECURITIES INC.
NA
09/06/1989 - 04/19/1993
LEHMAN SPECIAL SECURITIES INC.
NY
05/28/1980 - 04/19/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/25/1980 - 06/27/1984
LEHMAN BROTHERS KUHN LOEB INCORPORATED
IA
Issued 09/06/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/1981
Series 5 - Interest Rate Options Examination
BC
Issued 05/17/1980
Series 7 - General Securities Representative Examination
Active
Inactive
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