Visions Analysis LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
23
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 a limited liability company that registered with the SEC in 2017. FINTRX records list ownership as involving a domestic entity and individual ownership interests; the firm's regulatory classification in the dataset is "unclassified." The snapshot provides limited operating detail. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the FINTRX entry. FINTRX does not disclose the firm's client segments, fee model, or advisory activities in the available record.

Assets & Accounts

Investments & Alternatives

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 23
  • Leo O'connor

    Leo O'connor

    Financial PlannerCRD 4830541

  • Devin Andreatta

    Devin Andreatta

    Operations ManagerCRD 7175243

  • James Campone

    James Campone

    Wealth Management SpecialistCRD 1890816

Unlock 20 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 Mc Kinley Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth