Visions Analysis LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
24
Avg account
$0

Firm details

Headquarters
Endicott, New York
CRD number
286678
Registered since
August 25, 2017

Firm profile

FINTRX

Overview

Visions Analysis LLC is organized as a limited liability company and registered with the SEC in 2017. FINTRX classifies ownership as a mix of a domestic entity and an individual; the firm is listed as unclassified for broader firm type. The profile indicates Visions Analysis does not act as a capital allocator, is not identified as an active ESG investor, and is not flagged as a multistate or newly formed adviser. It is also not listed as providing pension consulting or as a related adviser to another firm. The FINTRX entry contains minimal public detail about the firm’s client base, fee arrangements, specific advisory activities or investment focus. No information on target client types, typical mandates, or stated investment preferences was provided in the source data.

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

Contacts

3 of 24
  • Leo O'connor

    Leo O'connor

    Financial PlannerCRD 4830541

  • Devin Andreatta

    Devin Andreatta

    Operations ManagerCRD 7175243

  • James Campone

    James Campone

    Wealth Management SpecialistCRD 1890816

Unlock 21 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Endicott, NY

Broome

Location

Endicott, NY

Headquartered in Endicott, NY, in the Northeast of the United States.

Region
Northeast
County
Broome
Address
24 Mc Kinley Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth