Unclaimed Profile

John Daniel Frankola

VISTA INVESTMENT MANAGEMENT, LLC·PITTSBURGH, Pennsylvania

Series 7, Series 16, Series 24, Series 63, Series 65CFA23 years registeredVISTA INVESTMENT MANAGEMENT, LLC

400 PENN CENTER BLVD., SUITE 555, PITTSBURGH, PA 15235-5610CRD# 1793125Firm CRD# 116068

Profile Verification

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

Identity

John Daniel Frankola · PITTSBURGH, PA

Registration

CRD #1793125 · VISTA INVESTMENT MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

VISTA INVESTMENT MANAGEMENT, LLC

Jan 2003 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 16

Series 24

Series 63

Series 65

Registration record

First registered · January 13, 2003

Years registered · 23

Professional designation · CFA

Disclosure History

2001Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

VISTA INVESTMENT MANAGEMENT, LLC

CRD 116068 · SEC 801-112652

AUM

$274M

Regulatory assets under management

Employees

523 client accounts

Services offered by VISTA INVESTMENT MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at VISTA INVESTMENT MANAGEMENT, LLC →

Introduction

Speak with John

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

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

Looking for a financial advisor in PITTSBURGH?

Browse all registered financial advisors in PITTSBURGH, Pennsylvania or claim this profile if it's yours.

Browse PITTSBURGH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does John Daniel Frankola offer?

John Daniel Frankola specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are John Daniel Frankola's credentials?

John Daniel Frankola holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Daniel Frankola located?

John Daniel Frankola is based in PITTSBURGH, Pennsylvania, working with VISTA INVESTMENT MANAGEMENT, LLC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

How does John Daniel Frankola charge for services?

John Daniel Frankola'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 VISTA INVESTMENT MANAGEMENT, LLC?

VISTA INVESTMENT MANAGEMENT, LLC has approximately 4 employees and manages $274M 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 →