Green Vista Capital, LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
17
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 structured as a limited liability company and is registered with the SEC in 2018. Ownership is listed as a mix of a domestic entity and an individual. The firm is classified as unclassified in the snapshot and is not described as a capital allocator. The available profile flags the adviser as not being an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The snapshot provides no granular description of the firm’s target client segments, advisory services, or fee schedule.

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

    Philippus Van Staden

    Chief Executive OfficerCRD 4489166

Contacts

3 of 16
  • Deanna Mayer

    Deanna Mayer

    Registered RepresentativeCRD 4884896

  • Philip Beytell

    Philip Beytell

    FinOpCRD 4828145

  • Michael Johnson

    Registered RepresentativeCRD 8227709

Unlock 13 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