Vision Brokerage Services, LLC

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Stamford, Connecticut
CRD number
47927
Registered since
March 10, 2000

Firm profile

FINTRX

Overview

Vision Brokerage Services, LLC is organized as a limited liability company that has been SEC-registered since 2000 and is owned by an individual. The firm is classified as unclassified in the source data and does not identify itself as a capital allocator, multi-state adviser, pension consultant, or related adviser. The record also indicates the firm is not an active ESG investor. The data set provides no substantive detail about the firm's client mix, fee schedules, specific business or advisory activities, or affiliations. Where those fields are blank, there is no additional public description of how the firm positions its services or what client segments it targets.

Assets & Accounts

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

1 of 1
  • John Felag

    Chief Risk OfficerCRD 1874602

Contacts

3 of 6
  • John Karafa

    John Karafa

    Vice PresidentCRD 2927594

  • Joshua Herritt

    Vice PresidentCRD 6205459

  • Rafael Alcorta

    Rafael Alcorta

    Trade Surveillance ManagerCRD 5226492

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, 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
1010 Washington Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth