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Stephen David Mayer

VISTA WEALTH MANAGEMENT, LLC·SAN FRANCISCO, California
Unclaimed Profile
600 CALIFORNIA STREET, SAN FRANCISCO, CA 94108CRD# 4223255Firm CRD# 110252
01

About

Stephen David Mayer is a registered financial advisor based in SAN FRANCISCO, California, affiliated with VISTA WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VISTA WEALTH MANAGEMENT, LLC
VISTA WEALTH MANAGEMENT, LLC
AUM
$1.7B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at VISTA WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4223255
Firm CRD# 110252
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen David Mayer offer?
Stephen David Mayer specializes in Financial Planning, Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Stephen David Mayer's credentials?
Stephen David Mayer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen David Mayer located?
Stephen David Mayer is based in SAN FRANCISCO, California, working with VISTA WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Stephen David Mayer charge for services?
Stephen David Mayer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VISTA WEALTH MANAGEMENT, LLC?
VISTA WEALTH MANAGEMENT, LLC has approximately 27 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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