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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 23
Leo 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 Mc Kinley Ave
- Time zone
- ET (UTC-5)
- Office locations
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