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 appears in FINTRX as an SEC-registered entity with an initial registration year of 2000. Ownership is listed as individual rather than institutional or corporate. The record classifies the firm as "Unclassified" and flags several negative attributes: it is not identified as a capital allocator, not a multi-state adviser, not an active ESG investor, not newly formed, not a pension consultant, and not a related adviser. Public-facing detail about the firm’s business model, advisory services, client segments, and fee structure is minimal in the FINTRX snapshot. The source fields for business activities and advisory activities contain no descriptive entries, so the dataset does not provide a clear picture of the firm’s service offerings or target clients.
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
Similar firms
Kelson Capital LLC
Broker-DealerStamford, CT
Natwest Markets Securities Inc.
Broker-DealerStamford, CT
AMA Securities LLC
Broker-DealerStamford, CT
Westminster Research Associates LLC
Broker-DealerStamford, CT
Sami Brokerage LLC
Broker-DealerStamford, CT
Tourmaline Partners, LLC
Broker-DealerStamford, CT