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Keith Lurie

VISION INVESTMENT ADVISORS, LLC·STAMFORD, Connecticut
SIE, Series 7TO, Series 24Clean recordVISION INVESTMENT ADVISORS, LLC
120 LONG RIDGE ROAD, STAMFORD, CT 06902CRD# 4851076Firm CRD# 109621

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Keith Lurie · STAMFORD, CT
Registration
CRD #4851076 · VISION INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
VISION INVESTMENT ADVISORS, LLC
CRD 109621 · SEC 801-57975
AUM
$106M
Regulatory assets under management
Employees
7
110 client accounts
Services offered by VISION INVESTMENT ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at VISION INVESTMENT ADVISORS, LLC →
Introduction

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Frequently Asked Questions

What services does Keith Lurie offer?
Keith Lurie specializes in Investment Management, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.
What are Keith Lurie's credentials?
Keith Lurie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Keith Lurie located?
Keith Lurie is based in STAMFORD, Connecticut, working with VISION INVESTMENT ADVISORS, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Keith Lurie charge for services?
Keith Lurie's firm is compensated through percentage of aum, subscription fees, commissions, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VISION INVESTMENT ADVISORS, LLC?
VISION INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VISION INVESTMENT ADVISORS, LLC

Howard Martin Rothman
STAMFORD, CT
Steven Mitchell Silver
STAMFORD, CT
Lloyd George King
STAMFORD, CT
John Michael Karafa
STAMFORD, CT
Robert Martin Boshnack
STAMFORD, CT

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Research
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