VISTA FINANCIAL ADVISORS, LLC
CRD #316306 SEC #801-122832 NEW YORK, NY 202-340-2176
SEC Registered
Total AUM
$11.5T
Discretionary
$11.5T
Employees
2
Clients
26
Accounts
32
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 5, 2023
- Branch Offices
- 1
- LEI
- 549300RCM12JDWO9GX23
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SUMMONS, JAMES | I | CHIEF OPERATIONS OFFICER | D | Control |
| SUMMONS, JAMES | I | CHIEF OPERATIONS OFFICER | D | Control |
| SUMMONS, JAMES | I | CHIEF OPERATIONS OFFICER | D | Control |
| SUMMONS, JAMES | I | CHIEF OPERATIONS OFFICER | D | Control |
| SUMMONS, JAMES | I | CHIEF OPERATIONS OFFICER | D | Control |
| WILLIAMS, RUBEN, CEDRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| WILLIAMS, RUBEN, CEDRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| WILLIAMS, RUBEN, CEDRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| WILLIAMS, RUBEN, CEDRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| WILLIAMS, RUBEN, CEDRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| ALEXANDER, JOSEPH | I | MEMBER INVESTOR | A | |
| ALEXANDER, JOSEPH | I | MEMBER INVESTOR | A | |
| ALEXANDER, JOSEPH | I | MEMBER INVESTOR | A | |
| ALEXANDER, JOSEPH | I | MEMBER INVESTOR | A |
Registrations
Federal
IA
Apr 5, 2023 REGISTERED
Notice Filings (2)
NY TN
Address
14 WALL STREET20TH FLOOR
NEW YORK, NY 10005
United States
Phone: 202-340-2176