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 and is SEC-registered since 2000. FINTRX classifies the firm as unclassified and lists the owner type as individual. The profile shows the firm is not a capital allocator, is not an active ESG investor, and is not registered as a multistate adviser, pension consultant, or related adviser. Public disclosures about the firm's advisory activities, fee structure, client base and business lines are minimal in the available dataset.

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

1 of 1
  • JOHN FELAG

    Chief Risk OfficerCRD 1874602

Contacts

3 of 6
  • JOHN KARAFA

    Vice PresidentCRD 2927594

  • JOSHUA HERRITT

    Vice PresidentCRD 6205459

  • 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