Brett Conrad, financial advisor Ivins UT

Brett Conrad

CRD Number: 5036429
Current Firm: Longboard Capital Advisors, LLC

Brett Conrad (CRD# 5036429) is an Investment Advisor Representative working at Longboard Capital Advisors, LLC in Ivins, UT and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lightyear Aviation Ivins, UT Dec 2021 - Current 2
Swiftmerge Acqusition Corp George Town, Sep 2021 - Current 2
Faraday Labs, Inc. Santa Monica, CA Mar 2020 - Current 4
Mellitus Health, Inc. Los Angeles, CA Feb 2020 - Current 4
Longboard Capital Advisors, LLC Ivins, UT Jan 2003 - Current 21
Conrad Group Inc Dba Lightyear Ivins, UT Dec 2001 - Current 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2005
Contact Info for Brett Conrad
Phone Number: 3104229423
Registered State(s):
  • CA
  • UT
Current Firm Details
Longboard Capital Advisors, LLC
Firm's CRD Number: 134550
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $3,042,927
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

CA, UT

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