Visions Analysis LLC
Firm details
- Headquarters
- Endicott, New York
- CRD number
- 286678
- Registered since
- August 25, 2017
- Website
- www.visionsfcu.org
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 24
Leo O'connor
Financial PlannerCRD 4830541

Devin Andreatta
Operations ManagerCRD 7175243

James Campone
Wealth Management SpecialistCRD 1890816
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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