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 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

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