Vivaldi Capital Management, LLC

Vivaldi Capital Management, LLC (CRD# 160150) is a financial advisory firm headquartered in Chicago, IL. They manage $850,890,085 in 984 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    851
    MILLION
  • Total Number of Accounts
    984
    ACCOUNTS
  • Average Account Value
    $864,726
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, MA, MI, MN, NC, NE, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VT, WI

Financial Advisors at Vivaldi Capital Management, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Ronald B. Bremen
CRD#: 4545209
666 Dundee Road - Suite 401, Northbrook, IL 60062
93
Wealthminder
score

Ronald Bremen (CRD# 4545209) is an Investment Advisor Representative working at Vivaldi Capital Management, LLC in Northbrook, IL and has over 15 years of experience in the finance industry.

2
Michelle M. Comella
CRD#: 2132363
225 West Wacker, Suite 2100, Chicago, IL 60606
93
Wealthminder
score

Michelle Comella (CRD# 2132363) is an Investment Advisor Representative working at Vivaldi Capital Management, LLC in Chicago, IL and has over 27 years of experience in the finance industry.

3
Randal L. Golden
CRD#: 2372743
225 West Wacker, Suite 2100, Chicago, IL 60606
93
Wealthminder
score

Randal Golden (CRD# 2372743) is an Investment Advisor Representative working at Vivaldi Capital Management, LLC in Chicago, IL and has over 24 years of experience in the finance industry.

4
Andrew J. Lindblom
CRD#: 5919713
225 West Wacker, Suite 2100, Chicago, IL 60606
93
Wealthminder
score

Andrew Lindblom (CRD# 5919713) is an Investment Advisor Representative working at Vivaldi Capital Management, LLC in Chicago, IL and has over 6 years of experience in the finance industry.

5
Jan Shijie Qin
CRD#: 5877254
225 West Wacker, Suite 2100, Chicago, IL 60606
93
Wealthminder
score

Jan Shijie Qin (CRD# 5877254) is an Investment Advisor Representative working at Vivaldi Capital Management, LLC in Chicago, IL and has over 7 years of experience in the finance industry.

6
Ilya M. Zlotnik
CRD#: 5212927
225 West Wacker, Suite 2100, Chicago, IL 60606
93
Wealthminder
score

Ilya Zlotnik (CRD# 5212927) is an Investment Advisor Representative working at Vivaldi Capital Management, LLC in Chicago, IL and has over 11 years of experience in the finance industry.

7
Stephen A. Bergman
CRD#: 6057449
225 West Wacker, Suite 2100, Chicago, IL 60606
87
Wealthminder
score

Stephen Bergman (CRD# 6057449) is an Investment Advisor Representative working at Vivaldi Capital Management, LLC in Chicago, IL and has 1 year of experience in the finance industry.

8
David A. Sternberg
CRD#: 2352273
225 West Wacker, Suite 2100, Chicago, IL 60606
87
Wealthminder
score

David Sternberg (CRD# 2352273) is an Investment Advisor Representative working at Vivaldi Capital Management, LLC in Chicago, IL and has 1 year of experience in the finance industry.

9
Brandon L. Intrater
CRD#: 5633812
104 Tiburon Boulevard - Suite 200, Mill Valley, CA 94941
83
Wealthminder
score

Brandon Intrater (CRD# 5633812) is an Investment Advisor Representative working at Vivaldi Capital Management, LLC in Mill Valley, CA and has over 9 years of experience in the finance industry.

10
Richard L. Intrater
CRD#: 709118
104 Tiburon Boulevard - Suite 200, Mill Valley, CA 94941
83
Wealthminder
score

Richard Intrater (CRD# 709118) is an Investment Advisor Representative working at Vivaldi Capital Management, LLC in Mill Valley, CA and has over 37 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.