Vision Brokerage Services, LLC
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 47927
- Registered since
- March 10, 2000
Firm profile
FINTRXOverview
Vision Brokerage Services, LLC is organized as a limited liability company and is listed as individually owned. Publicly reported metadata for the firm is sparse: the dataset does not specify a client base, fee schedule, business activities, or advisory services. The firm is marked as unclassified and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Given the limited disclosure, there is no clear public picture of the firm's target clients, service model, or investment approach. Firms with this profile are commonly small, locally focused operations or inactive entities that have not published standard advisory details.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1John Felag
Chief Risk OfficerCRD 1874602
Contacts
3 of 6
Ana Martinez
Vice PresidentCRD 5288054

Emanuel Romero-vicini
Compliance OfficerCRD 2887156

John Karafa
Vice PresidentCRD 2927594
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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