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Philippus Theunis Van Staden

GREEN VISTA ASSET MANAGEMENT LLC·WINTER PARK, Florida
SIE, Series 7, Series 14, Series 24, Series 6620 years registeredGREEN VISTA ASSET MANAGEMENT LLC
222 N. PARK AVENUE, WINTER PARK, FL 32789CRD# 4489166Firm CRD# 296855

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philippus Theunis Van Staden · WINTER PARK, FL
Registration
CRD #4489166 · GREEN VISTA ASSET MANAGEMENT LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

Sep 2014Jul 2018
Winter Park, FL
Jul 2006Aug 2014
CASSELBERRY, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 66
Registration record
First registered · July 20, 2006
Years registered · 20
03

Disclosure History

2025Customer Dispute·Pending
2025Customer Dispute·Settled
2024Customer Dispute·Pending
2024Customer Dispute·Pending
2024Customer Dispute·Pending
2024Customer Dispute·Pending
2024Customer Dispute·Settled
2024Customer Dispute·Settled
2024Customer Dispute·Settled
2024Customer Dispute·Settled
2024Customer Dispute·Settled
2024Customer Dispute·Settled
2024Customer Dispute·Settled
2023Customer Dispute·Settled
2023Customer Dispute·Settled
2022Customer Dispute·Settled
2021Customer Dispute·Settled
2021Customer Dispute·Settled

18 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
GREEN VISTA ASSET MANAGEMENT LLC
CRD 296855 · SEC 801-113691
AUM
$4M
Regulatory assets under management
Employees
3
28 client accounts
Services offered by GREEN VISTA ASSET MANAGEMENT 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
Introduction

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05

Frequently Asked Questions

What services does Philippus Theunis Van Staden offer?
Philippus Theunis Van Staden specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WINTER PARK, Florida for a consultation.
What are Philippus Theunis Van Staden's credentials?
Philippus Theunis Van Staden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philippus Theunis Van Staden located?
Philippus Theunis Van Staden is based in WINTER PARK, Florida, working with GREEN VISTA ASSET MANAGEMENT LLC. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.
How does Philippus Theunis Van Staden charge for services?
Philippus Theunis Van Staden's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREEN VISTA ASSET MANAGEMENT LLC?
GREEN VISTA ASSET MANAGEMENT LLC has approximately 3 employees and manages $4M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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