Unclaimed Profile

Calista Yousey

VISTA INVESTMENT PARTNERS LLC·OKLAHOMA CITY, Oklahoma

SIE, Series 7, Series 31, Series 63, Series 65Clean record25 years registeredVISTA INVESTMENT PARTNERS LLC

5601 NORTH CLASSEN BOULEVARD, OKLAHOMA CITY, OK 73118CRD# 3076443Firm CRD# 286014

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Calista Yousey · OKLAHOMA CITY, OK

Registration

CRD #3076443 · VISTA INVESTMENT PARTNERS LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VISTA INVESTMENT PARTNERS LLC

VISTA INVESTMENT PARTNERS LLC

May 2020 – Oct 2022

OKLAHOMA CITY, OK

UBS FINANCIAL SERVICES INC.

Nov 2017 – Jan 2020

Oklahoma City, OK

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 2007 – Nov 2017

OKLAHOMA CITY, OK

MORGAN STANLEY & CO., INCORPORATED

Apr 2007 – Oct 2007

OKLAHOMA CITY, OK

MORGAN STANLEY

Jun 2001 – Apr 2007

OKLAHOMA CITY, OK

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · June 11, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

VISTA INVESTMENT PARTNERS LLC

CRD 286014 · SEC 801-108779

AUM

$475M

Regulatory assets under management

Employees

1,476 client accounts

Services offered by VISTA INVESTMENT PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VISTA INVESTMENT PARTNERS LLC →

Introduction

Speak with Calista

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Calista is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in OKLAHOMA CITY?

Browse all registered financial advisors in OKLAHOMA CITY, Oklahoma or claim this profile if it's yours.

Browse OKLAHOMA CITY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Calista Yousey offer?

Calista Yousey specializes in Financial Planning, Investment Management, Wealth Management.

What are Calista Yousey's credentials?

Calista Yousey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Calista Yousey located?

Calista Yousey is based in OKLAHOMA CITY, Oklahoma, last registered with VISTA INVESTMENT PARTNERS LLC.

How does Calista Yousey charge for services?

Calista Yousey'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 INVESTMENT PARTNERS LLC?

VISTA INVESTMENT PARTNERS LLC has approximately 8 employees and manages $475M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →