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 an owner-operated limited liability company focused on publicly reported marketable securities. FINTRX classifies the firm as unclassified and lists the owner type as individual, indicating a compact organizational structure rather than a multi-manager platform. The firm is not designated as a capital allocator and is not identified as an active ESG investor; it is also not listed as a pension consultant or a related adviser. Public filings and the FINTRX snapshot do not provide details about fee models, client segments, or specific advisory services.
Public Holdings
Investments & Alternatives
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 2John Felag
Chief Risk OfficerCRD 1874602
Scott Raymond
Chief Financial OfficerCRD 3184999
Contacts
3 of 51
Ana Martinez
Vice PresidentCRD 5288054
Luke Berte
Investment Adviser RepresentativeCRD 6483149
Steven Freed
Investment AdvisorCRD 4539715
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$57.4M in ETFs
99%
$56.8M
1%
$574K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 20+ YEAR TREASURY BOND ETF (TLT) | BlackRock | Passive | Long Government | $27M | 346,900 | 47.04% |
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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