VISTA FINANCIAL ADVISORS, LLC

NEW YORK, New York·3 registered advisors·CRD# 316306
SEC# 801-1228321202-340-2176
01

Firm Overview

AUM
$11491.9B
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at VISTA FINANCIAL ADVISORS, LLC

3 registered advisors
James Summons
NEW YORK, New York
Joseph Alexander
BRONX, New York
Ruben Cedrick Williams
NEW YORK, New York
05

Office Locations

NEW YORK, New York
2 advisors
BRONX, New York
1 advisor

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Data sourced from SEC Form ADV filings. VISTA FINANCIAL ADVISORS, LLC (CRD# 316306) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.