Vision Brokerage Services, LLC

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Stamford, Connecticut
CRD number
47927
Registered since
March 10, 2000

Firm profile

FINTRX

Overview

Vision Brokerage Services, LLC is organized as a limited liability company and has been SEC-registered since 2000. Public records classify the firm as unclassified and list the owner type as an individual. The firm is not identified as a capital allocator, does not report multi-state adviser status, and is not flagged as an active ESG investor. Several typical firm attributes (client base, fee structure, specific business or advisory activities) are not provided in the available data.

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
  • John Felag

    Chief Risk OfficerCRD 1874602

Contacts

3 of 6
  • John Karafa

    John Karafa

    Vice PresidentCRD 2927594

  • Joshua Herritt

    Vice PresidentCRD 6205459

  • Rafael Alcorta

    Rafael Alcorta

    Trade Surveillance ManagerCRD 5226492

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
1010 Washington Blvd
Time zone
ET (UTC-5)
Office locations

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