Visions Analysis LLC

Broker-DealerFINRA Member
Total AUM
—
Employees
4
Advisory reps
26
Brokerage reps
1
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Visions Analysis LLC is organized as a limited liability company and is registered in New York. Public data lists its primary business activity as a broker‑dealer. Ownership is recorded as a combination of a domestic entity and an individual. The firm is categorized as “unclassified” and its listed fee structure is “Other.” The record flags a few negative indicators: it does not identify as a capital allocator, it is not marked as an active ESG investor, and it is not described as a multi‑state or newly formed adviser, a pension consultant, or a related adviser. Advisory activities are not provided in the available dataset, so the firm’s public footprint appears centered on brokerage activity rather than disclosed discretionary advisory operations.

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

Owners & executives

FINTRX

Contacts

FINTRX

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

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