VISTA FINANCIAL ADVISORS, INC.

PONTE VEDRA BEACH, Florida·4 registered advisors·CRD# 136490
SEC# 801-64833904-880-8010
01

Firm Overview

AUM
$69M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment Management
04

Advisors at VISTA FINANCIAL ADVISORS, INC.

4 registered advisors
Daryle V. Scott
PONTE VEDRA BEACH, Florida
Diana Marie Folino
JACKSONVILLE, Florida
Robert Glenn Derr
PONTE VEDRA BEACH, Florida
Robert Schultz Jackson
PONTE VEDRA BEACH, Florida
05

Office Locations

PONTE VEDRA BEACH, Florida
3 advisors
JACKSONVILLE, Florida
1 advisor

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Data sourced from SEC Form ADV filings. VISTA FINANCIAL ADVISORS, INC. (CRD# 136490) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.