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 has been SEC-registered since 2000. FINTRX classifies the firm as unclassified and lists the owner type as individual, indicating owner-operated control. The profile on file is sparse: the firm is not marked as a capital allocator, is not identified as an active ESG investor, and is not designated as a multi-state or newly formed adviser. It is also not listed as a pension consultant or a related adviser.
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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