Visions Analysis LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
23
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 a limited liability company that has been SEC-registered since 2017. Publicly available metadata classifies the firm as unclassified and lists its owner type as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, does not flag itself as an active ESG investor, and is not flagged as a multi-state adviser. Other common descriptors — client segments served, fee structure, specific advisory activities and business lines — were not included in the data provided.

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 23
  • Leo O'connor

    Leo O'connor

    Financial PlannerCRD 4830541

  • Devin Andreatta

    Devin Andreatta

    Operations ManagerCRD 7175243

  • James Campone

    James Campone

    Wealth Management SpecialistCRD 1890816

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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