VISIONS ANALYSIS LLC
Firm details
- Headquarters
- Endicott, New York
- CRD number
- 286678
- Registered since
- August 25, 2017
- Website
- www.visionsfcu.org
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 24LEO O'CONNOR
Financial PlannerCRD 4830541
Devin Andreatta
Operations ManagerCRD 7175243
JAMES CAMPONE
Wealth Management SpecialistCRD 1890816
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
ERNST & YOUNG CAPITAL ADVISORS, LLC
Broker-DealerNew York, NY
MUFG SECURITIES AMERICAS INC.
Broker-DealerNew York, NY
PHX FINANCIAL, INC.
Broker-DealerNew York, NY
FOROS SECURITIES LLC
Broker-DealerNew York, NY
XP INVESTMENTS US, LLC
Broker-DealerNew York, NY
MOELIS & COMPANY LLC
Broker-DealerNew York, NY