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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 23
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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