BC
Brett Conrad
LONGBOARD CAPITAL ADVISORS
Ivins, UT
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CRD#: 5036429
BC
Professional summary
Brett Conrad is a registered financial advisor currently at LONGBOARD CAPITAL ADVISORS, LLC located in Ivins, Utah.
Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Brett has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
-Blue Earth Fund, LP - Investment Related - 554 Tearasinab Way Ivins, UT 84738 - Pooled Fund - Managing Member, General Partner (Longboard Capital is the General Partner of Blue Earth Fund, LP) - Since January 1, 2006 - 60 Hours/Month - 60 Hours/Month during trading hours - Chief Investment Officer, Compliance and Operations Manager -Conrad Group Defined Benefit Plan - Investment Related - 554 Tearasinab Way Ivins, UT 84738. Chief Investment Officer. Since January 1, 2018 - 6 Hours per month. 3 Hours/Month during trading hours. -Lightyear Aviation, LLC - Not Investment Related - 554 Tearasinab Way Ivins, UT 84738 - Aircraft Leasing - Managing Member - Leases Aircraft N77LY to Longboard Capital Advisors, LLC - Start Date: 12/2021 - 2 hours/ month - Zero hours during trading hours - Accounting/Operations -Lightyear Leadership, Inc. - Not Investment Related - 554 Tearasinab Way Ivins, UT 84738 - Leadership Training - Secretary and Advisor - No business relationship between LCA and Lightyear Leadership - Start Date: 1994 - 3 Hours/Month - Zero Hours During Trading Hours - Duties Include Advising Founder Susanne Conrad on Business Strategy -Swiftmerge Acquisition Corp - Investment Related - 2710 ROSEBERY AVENUE WEST VANCOUVER A1 V7V3A2 - Special Purpose Acquisition Company - Board of Directors - Board Member, Chair of Audit Committee - Start Date: October, 2021 - 7 Hours/Month - During Trading Hours: Zero - Duties: Attend board meetings and calls to prospective acquisition targets -Faraday Labs, Inc. - Non-investment related - 1447 2ND ST, SUITE 200. SANTA MONICA CA 90401 - Clothing manufacturing and marketing - Position: Advisor - Title: Advisor - Start Date: March 2020 - 4 hours/Month - Zero during trading hours - Duties; Advise the CEO on strategy for the business -Mellitus Health, Inc. - non-investment related - 370 South Doheny Drive Suite C Beverly Hills, CA 90035 - Digital Health Company - Position: Advisor - Title: Advisor - Start Date: January 2016 - Hours/Month 4 - During Trading Hours: zero - Duties: Attend Board Meetings, consult with CEO on business strategy
CRS (Client Relationship Summary) - RIA
Click below to view Brett Conrad's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 10, 2006 - Present
LONGBOARD CAPITAL ADVISORS, LLC
RIA
CRD#: 134550
Ivins, UT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(2/10/2006)
IAR
Utah(8/15/2022)
Current Firm
LC
LONGBOARD CAPITAL ADVISORS, LLC
LONGBOARD CAPITAL ADVISORS, LLC | TWOJET TECHNOLOGY, INC. | TWOJET
CRD#: 134550 / SEC#:
California
Registered Investment Advisory firm - (2/10/2006 Approved)Utah
Registered Investment Advisory firm - (8/15/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Ivins, UT
Mailing Address
Phone number
(310) 422-9423
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 10,206,258 |
Red Flags
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