GREEN VISTA CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
19
Avg account
$0

Firm details

Headquarters
WINTER PARK, Florida
CRD number
293630
Registered since
July 18, 2018

Firm profile

FINTRX

Overview

Green Vista Capital, LLC is organized as a limited liability company and first registered with the SEC in 2018. Public disclosures are sparse: the firm is listed as owned by a combination of a domestic entity and an individual and is categorized as "unclassified" in FINTRX. The dataset flags the firm as not operating as a capital allocator, not identifying as an active ESG investor, and not classed as a multi-state adviser under the FINTRX entry. FINTRX also indicates no information supplied for the firm’s fee schedule, client base, or core advisory activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • PHILIPPUS VAN STADEN

    Chief Executive OfficerCRD 4489166

Contacts

3 of 18
  • Deanna Mayer

    Registered RepresentativeCRD 4884896

  • Carolyn Sumner

    Registered RepresentativeCRD 4877410

  • PHILIP BEYTELL

    FinOpCRD 4828145

Unlock 15 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WINTER PARK, FL

ORANGE

Location

WINTER PARK, FL

Headquartered in WINTER PARK, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
ORANGE
Address
222 N Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth