Vision Financial Markets LLC
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 142271
- Registered since
- December 11, 2006
- Website
- www.vfmarkets.com
Firm profile
FINTRXOverview
Vision Financial Markets LLC is a limited liability company that has been SEC-registered since 2006 and is owned by an individual. Public profile fields for client base, fee structure and detailed advisory activities are not populated in the available data. The firm is not identified as an active ESG investor, is not listed as a multi-state adviser, and does not report itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
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
Owners & executives
2 of 2Scott Raymond
Chief Financial OfficerCRD 3184999
John Felag
Chief Risk OfficerCRD 1874602
Contacts
3 of 52Cynthia Fedorik
Compliance AuditorCRD 2836364
Howard Rothman
PresidentCRD 1098190
Victora Holland
Office ManagerCRD 6847571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 96Active vs passive
$43.1M in ETFs
99%
$42.7M
1%
$388K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $11.9M | 16,206 | 27.62% |
Location
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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