Vistina Advisory LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Greenwich, Connecticut
CRD number
337987
Registered since
January 6, 2026

Firm profile

FINTRX

Overview

Vistina Advisory LLC is organized as a limited liability company and is listed as SEC-registered with a registration year of 2026. The firm’s ownership is recorded as a combination of a domestic entity and an individual, and the dataset classifies the firm as unclassified rather than assigning it to a standard advisor category. The snapshot provides limited operational detail: Vistina Advisory LLC is marked as not being a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, not a related adviser, and not newly formed. The firm did not supply information on its client base, fee structure, business activities, or specific advisory services in the provided record.

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

2 of 2
  • William Brackenheimer

    William Brackenheimer

    Managing Director and Chief Operating OfficerCRD 5353370

  • Ross Marlin

    Ross Marlin

    Chief Compliance OfficerCRD 6931826

Contacts

3 of 6
  • Timothy Crowhurst

    Timothy Crowhurst

    Co-FounderCRD 4577924

  • Andrew Hobson

    Andrew Hobson

    DirectorCRD 5958296

  • Robert Arsov

    Founder & Managing PartnerCRD 3276876

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
81 Holly Hill Ln
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth