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Robert Martin Boshnack

VISION INVESTMENT ADVISORS, LLC·STAMFORD, Connecticut
Series 22, Series 39, Series 63VISION INVESTMENT ADVISORS, LLC
1010 WASHINGTON BLVD, STAMFORD, CT 06901CRD# 1603890Firm CRD# 109621

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Martin Boshnack · STAMFORD, CT
Registration
CRD #1603890 · VISION INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 22
Series 39
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

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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04

Frequently Asked Questions

What services does Robert Martin Boshnack offer?
Robert Martin Boshnack specializes in Investment Management, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.
What are Robert Martin Boshnack's credentials?
Robert Martin Boshnack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Martin Boshnack located?
Robert Martin Boshnack 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 Robert Martin Boshnack charge for services?
Robert Martin Boshnack'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
Keith Lurie
STAMFORD, CT
Steven Mitchell Silver
STAMFORD, CT
Lloyd George King
STAMFORD, CT
John Michael Karafa
STAMFORD, CT

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