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 that has been SEC-registered since 2000 and is owned by an individual. The firm is classified as unclassified in the source data and does not identify itself as a capital allocator, multi-state adviser, pension consultant, or related adviser. The record also indicates the firm is not an active ESG investor. The data set provides no substantive detail about the firm's client mix, fee schedules, specific business or advisory activities, or affiliations. Where those fields are blank, there is no additional public description of how the firm positions its services or what client segments it targets.
Assets & Accounts
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
John Karafa
Vice PresidentCRD 2927594
Joshua Herritt
Vice PresidentCRD 6205459

Rafael Alcorta
Trade Surveillance ManagerCRD 5226492
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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