user avatar

Brandon Dennis Strong

Advisor at Equitable Advisors — Truckee, CA

Updated today

Credentials

Series 66

Experience

23 years

Location

Truckee, CA

Equitable Advisors logo

Equitable Advisors

Institution

Total advisors

4,620

Across 967 offices

Clients per advisor

16 Very Low

Avg AUM per client

$570,841 High

HNW client ratio

47% Very High

About

Brandon Strong is a financial advisor with Equitable Advisors, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2011 and was previously associated with AXA Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through multiple third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Client services

Based on Equitable Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Equitable Advisors

Retirement income strategy Social Security optimization

Occupation focus

Based on Equitable Advisors

Founder/Business Owner Retired Executive

Demographic focus

Based on Equitable Advisors

Approaching retirement Baby Boomers (Born 1946-1964)

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour

Commissions

Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.

Project-based

Financial planning hourly fees generally range from $100 to $400 per hour.

Other

Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.

Location

See office

Truckee, CA

Truckee CA

Advisors at this office

1

Most active in

California · Ohio

Work history

23 years of industry experience

Equitable Advisors

2011 - Present • 15 years

New York, NY

Axa Advisors, Llc

2011 - 2020 • 9 years

New York, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Evan S

Series 65

Alpine Meadows, CA

Alpine Peaks Consulting

Evan Salke is the sole advisor at Alpine Peaks Consulting in Alpine Meadows, CA, holding a Series 65 designation with 15 years of industry experience. He has a long career background including roles at River Ranch Lodge and ongoing involvement with Salke Consulting and Alpine Meadows Ski Corp. Outside of investment advisory, he provides IT consulting, small business accounting, database setup, and web design through his firm. Alpine Peaks Consulting serves individuals, high net worth clients, families, and privately owned businesses, offering financial planning, investment analysis, and portfolio construction. The firm combines fundamental and technical analysis with tailored recommendations and conducts regular account reviews, managing most assets on a non-discretionary basis while also providing non-investment consulting services such as cash flow management and IT system support.

Cash flow / budgeting Founder/Business Owner
user avatar

John S

Series 63, Series 65

Incline Village, NV

Sullivan Capital Management

John Sullivan is the sole advisor at Sullivan Capital Management in Incline Village, Nevada. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Sullivan Capital Management has been continuously operating since 1984. The firm provides discretionary portfolio management for individuals and select institutions, focusing on U.S. stocks, ETFs, bonds, mutual funds, and money market instruments. Its investment approach combines fundamental and technical analysis with proprietary algorithms, emphasizing active, risk-aware management and diversification through broad-market ETFs alongside concentrated individual stock positions.

Active portfolio management Concentrated stock management Tax-loss harvesting Income planning
user avatar

Erin A

CFP®, Series 65

Incline Village, NV

Atlas Peak Advisors, Inc.

Erin Anderson is a CFP® and Series 65 credentialed financial advisor with 13 years of industry experience. She is the founder and sole advisor at Atlas Peak Advisors, Inc., an independent firm based in Incline Village, NV, where she has worked since 2013. Atlas Peak Advisors provides discretionary investment management and financial planning primarily for individuals and high-net-worth clients, as well as corporate and business clients. The firm employs a conservative, low-risk, top-down investment approach that integrates financial planning with portfolio management and offers specialized business-oriented planning services.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting
user avatar

Stephen C

Series 65

Incline Village, NV

Conte Asset Management, LLC

Stephen Conte is a financial advisor with Conte Asset Management, LLC in Incline Village, NV, holding a Series 65 designation and bringing nine years of industry experience. Prior to founding Conte Asset Management in 2016, he worked at The Presidio Group LLC from 2013 to 2016. He also serves as CFO of Blue Sky Corporate Ranch, LLC, a hospitality business. Conte Asset Management provides portfolio management and prepares Investment Policy Statements tailored to client goals, risk tolerance, and tax situations. The firm serves high-net-worth individuals using a combination of fundamental and quantitative analysis across various investment instruments and does not exercise trading discretion over client accounts.

Wealth management Real estate investing Private / alternative investments
user avatar

David V

Series 65

Incline Village, NV

Vomund Investment Management, LLC

David Vomund is the sole advisor at Vomund Investment Management, LLC in Incline Village, NV. He holds a Series 65 designation and has 27 years of industry experience. He has operated Vomund Investment Services since 1993. Vomund Investment Management provides discretionary asset and portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm uses a combination of fundamental and technical analysis along with a proprietary, computer-generated style-rotation strategy for ETFs, alongside a Reduced Risk Income program focused on income generation through high-yield preferreds, floating-rate funds, bonds, and dividend-paying stocks.

Passive / index investing Active portfolio management Income planning
user avatar

Jason T

Series 65

Truckee, CA

Toups Capital Advisors LLC

Jason Toups is the principal of Toups Capital Advisors LLC and holds a Series 65 designation. He has three years of industry experience and previously worked at firms including Swayable, Civitech, and Alloy PBC. Toups Capital Advisors provides portfolio management and financial planning services to individual and high-net-worth clients. The firm’s investment approach is based on modern portfolio theory and long-term trading, managing approximately $45 million across a small client base with diversified allocations and documented risk tolerances.

Wealth management Real estate investing Private / alternative investments
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")