VISTA FINANCIAL ADVISORS, INC.
CRD #136490 SEC #801-64833 PONTE VEDRA BEACH, FL 904-880-8010
SEC Registered
Total AUM
$69.2M
Discretionary
$4.6M
Employees
3
Clients
1
Accounts
595
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 4, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AKEL, DANIEL, D. | I | SHAREHOLDER | NA | |
| AKEL, DANIEL, D. | I | SHAREHOLDER | NA | |
| AKEL, DANIEL, D. | I | SHAREHOLDER | NA | |
| ARMITAGE, BRIAN, SCOTT | I | SHAREHOLDER | NA | |
| ARMITAGE, BRIAN, SCOTT | I | SHAREHOLDER | NA | |
| ARMITAGE, BRIAN, SCOTT | I | SHAREHOLDER | NA | |
| BOWLES, HARRISON, RICHARD | I | SHAREHOLDER | NA | |
| BOWLES, HARRISON, RICHARD | I | SHAREHOLDER | NA | |
| BOWLES, HARRISON, RICHARD | I | SHAREHOLDER | NA | |
| DUDLEY, DANIEL, PAGE | I | SHAREHOLDER | NA | |
| DUDLEY, DANIEL, PAGE | I | SHAREHOLDER | NA | |
| DUDLEY, DANIEL, PAGE | I | SHAREHOLDER | NA | |
| FOLINO, DIANA, MARIE | I | SENIOR VICE PRESIDENT, CCO AND COO | NA | Control |
| FOLINO, DIANA, MARIE | I | SENIOR VICE PRESIDENT, | NA | Control |
| FOLINO, DIANA, MARIE | I | SENIOR VICE PRESIDENT, | NA | Control |
| FOLINO, DIANA, MARIE | I | SENIOR VICE PRESIDENT, CCO AND COO | NA | Control |
| FOLINO, DIANA, MARIE | I | SENIOR VICE PRESIDENT, CCO AND COO | NA | Control |
| FOLINO, DIANA, MARIE | I | SENIOR VICE PRESIDENT, CCO AND COO | NA | Control |
| STERLING, ROBERT, FRANKLIN | I | SHAREHOLDER | NA | |
| STERLING, ROBERT, FRANKLIN | I | SHAREHOLDER | NA | |
| STERLING, ROBERT, FRANKLIN | I | SHAREHOLDER | NA | |
| WATTS, JAMES, W. | I | SHAREHOLDER | NA | |
| WATTS, JAMES, W. | I | SHAREHOLDER | NA | |
| WATTS, JAMES, W. | I | SHAREHOLDER | NA | |
| DERR, ROBERT, GLENN | I | VICE PRESIDENT | D | Control |
| DERR, ROBERT, GLENN | I | VICE PRESIDENT | D | Control |
| JACKSON, ROBERT, SCHULTZ | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| JACKSON, ROBERT, SCHULTZ | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| DERR, ROBERT, GLENN | I | VICE PRESIDENT | C | Control |
| DERR, ROBERT, GLENN | I | VICE PRESIDENT | C | Control |
| DERR, ROBERT, GLENN | I | VICE PRESIDENT | C | Control |
| JACKSON, ROBERT, SCHULTZ | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| JACKSON, ROBERT, SCHULTZ | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| JACKSON, ROBERT, SCHULTZ | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| DERR, ROBERT, GLENN | I | VICE PRESIDENT | B | Control |
| DERR, ROBERT, GLENN | I | SHAREHOLDER | B | |
| DERR, ROBERT, GLENN | I | VICE PRESIDENT | B | Control |
| DERR, ROBERT, GLENN | I | VICE PRESIDENT | B | Control |
| DERR, ROBERT, GLENN | I | SHAREHOLDER | B | |
| DERR, ROBERT, GLENN | I | SHAREHOLDER | B | |
| DERR, ROBERT, GLENN | I | SHAREHOLDER | B | |
| DERR, ROBERT, GLENN | I | SHAREHOLDER | B | |
| DERR, ROBERT, GLENN | I | SHAREHOLDER | B | |
| DERR, ROBERT, GLENN | I | SHAREHOLDER | B | |
| DERR, ROBERT, GLENN | I | SHAREHOLDER | B | |
| DERR, ROBERT, GLENN | I | SHAREHOLDER | B | |
| DERR, ROBERT, GLENN | I | SHAREHOLDER | B | |
| DERR, ROBERT, GLENN | I | SHAREHOLDER | B | |
| DERR, ROBERT, GLENN | I | SHAREHOLDER | B | |
| JACKSON, ROBERT, SCHULTZ | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| JACKSON, ROBERT, SCHULTZ | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| JACKSON, ROBERT, SCHULTZ | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| JACKSON, ROBERT, SCHULTZ | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| JACKSON, ROBERT, SCHULTZ | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| JACKSON, ROBERT, SCHULTZ | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| JACKSON, ROBERT, SCHULTZ | I | PRESIDENT | B | Control |
| JACKSON, ROBERT, SCHULTZ | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| JACKSON, ROBERT, SCHULTZ | I | PRESIDENT | B | Control |
| JACKSON, ROBERT, SCHULTZ | I | PRESIDENT | B | Control |
| JACKSON, ROBERT, SCHULTZ | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| JACKSON, ROBERT, SCHULTZ | I | PRESIDENT | B | Control |
| JACKSON, ROBERT, SCHULTZ | I | PRESIDENT | B | Control |
| JACKSON, ROBERT, SCHULTZ | I | PRESIDENT | B | Control |
| JACKSON, ROBERT, SCHULTZ | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| JACKSON, ROBERT, SCHULTZ | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| JACKSON, ROBERT, SCHULTZ | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| JACKSON, ROBERT, SCHULTZ | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| SCOTT, DARYLE, V. | I | SHAREHOLDER | B | |
| SCOTT, DARYLE, V. | I | SHAREHOLDER | B | |
| SCOTT, DARYLE, V. | I | SHAREHOLDER | B | |
| SCOTT, DARYLE, V. | I | SHAREHOLDER | B | |
| SCOTT, DARYLE, V. | I | SHAREHOLDER | B | |
| SCOTT, DARYLE, V. | I | SHAREHOLDER | B | |
| SCOTT, DARYLE, V. | I | SHAREHOLDER | B | |
| SCOTT, DARYLE, V. | I | SHAREHOLDER | B | |
| SCOTT, DARYLE, V. | I | SHAREHOLDER | B | |
| SCOTT, DARYLE, V. | I | SHAREHOLDER | B | |
| SCOTT, DARYLE, V. | I | SHAREHOLDER | B | |
| SCOTT, DARYLE, V. | I | SHAREHOLDER | B | |
| SCOTT, DARYLE, V. | I | SHAREHOLDER | B | |
| SCOTT, DARYLE, V. | I | SHAREHOLDER | B | |
| SCOTT, DARYLE, V. | I | SHAREHOLDER | B | |
| FONTAINE, VICTOR, C. | I | SHAREHOLDER | A | |
| FONTAINE, VICTOR, C. | I | SHAREHOLDER | A | |
| FONTAINE, VICTOR, C. | I | SHAREHOLDER | A | |
| SCOTT, DARYLE, V. | I | SHAREHOLDER | A | |
| SCOTT, DARYLE, V. | I | SHAREHOLDER | A | |
| SCOTT, DARYLE, V. | I | SHAREHOLDER | A |
Registrations
Federal
IA
May 4, 2016 REGISTERED
Notice Filings (1)
FL
Address
135 PROFESSIONAL DRIVESUITE 103
PONTE VEDRA BEACH, FL 32082
United States
Phone: 904-880-8010