Vision Brokerage Services, LLC

Broker-DealerFINRA Member
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 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

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
  • Ana Martinez

    Ana Martinez

    Vice PresidentCRD 5288054

  • Emanuel Romero-vicini

    Emanuel Romero-vicini

    Compliance OfficerCRD 2887156

  • John Karafa

    John Karafa

    Vice PresidentCRD 2927594

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth