VISIONS ANALYSIS LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
24
Avg account
$0

Firm details

Headquarters
Endicott, New York
CRD number
286678
Registered since
August 25, 2017

Firm profile

FINTRX

Overview

Visions Analysis LLC is organized as a limited liability company and is SEC-registered (registration year 2017). The entity is listed as being owned by a domestic entity and an individual and is classified in the dataset as "unclassified." The profile shows the firm is not designated as a capital allocator, is not an active ESG investor, and is not identified as a multi-state or newly formed adviser. It is also not listed as a pension consultant or a related adviser. The firm has provided little public detail about its advisory scope, client segments, fee schedules or specific business activities. FINTRX records do not include disclosures of the firm’s investment process, target client types, or manager allocation preferences.

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

Contacts

3 of 24
  • LEO O'CONNOR

    Financial PlannerCRD 4830541

  • Devin Andreatta

    Operations ManagerCRD 7175243

  • JAMES CAMPONE

    Wealth Management SpecialistCRD 1890816

Unlock 21 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Endicott, NY

BROOME

Location

Endicott, NY

Headquartered in Endicott, NY, in the Northeast of the United States.

Region
Northeast
County
BROOME
Address
24 McKinley Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth