Philippus Van Staden (CRD# 4489166) is an Investment Advisor Representative working at Green Vista Asset Management LLC in Winter Park, FL and has over 18 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Riviera Development Fund, LLC | Winter Park, FL | Aug 2022 - Current | 1 |
| Quatrotech Developments, LLC | Minneola, FL | May 2022 - Current | 1 |
| Florida-georgia Property Group, LLC | Winter Park, FL | Feb 2022 - Current | 2 |
| Van Staden Family, LLC | Clearwater, FL | Jan 2022 - Current | 2 |
| Rsa Developments, LLC | Winter Park, FL | Dec 2021 - Current | 2 |
| Green Vista Financial Services LLC | Winter Park, FL | Mar 2021 - Current | 3 |
| Our Chillpill LLC | New Smyrna Beach, FL | Feb 2021 - Current | 3 |
| Truvision Development Fund, LLC | Winter Park, FL | Sep 2020 - Current | 3 |
| Vision 63 LLC | Winter Park, FL | Sep 2020 - Current | 3 |
| 2150 15th Avenue, LLC | Vero Beach, FL | Aug 2020 - Current | 3 |
| Tnr Fund Manager, LLC | Winter Park, FL | Jun 2019 - Current | 4 |
| True North Development Fund, LLC | Winter Park, FL | Jun 2019 - Current | 4 |
| True North Development Fund, LLC | Winter Park, FL | Jun 2019 - Current | 4 |
| Momentum Indemnity, Inc. | Wilmington, DE | Dec 2018 - Current | 5 |
| Northstar Vero Properties LLC | Vero Beach, FL | Nov 2018 - Current | 5 |
| Ppmg Enterprises LLC | Vero Beach, FL | Nov 2018 - Current | 5 |
| Specialized Accounting Professionals LLC | Vero Beach, FL | Oct 2018 - Current | 5 |
| Green Vista Asset Management LLC | Winter Park, FL | Jul 2018 - Current | 5 |
| Green Vista Capital, LLC | Winter Park, FL | Jun 2018 - Current | 5 |
| Growthpoint Advisors, LLC | Winter Park, FL | Jun 2017 - Current | 6 |
| True North Resources, LLC | Vero Beach, FL | Aug 2016 - Current | 7 |
| Fixed Insurance | Winter Park, FL | Mar 2015 - Current | 9 |
| The Strategic Financial Alliance, Inc. | Atlanta, GA | Aug 2014 - Jul 2018 | 3 |
| G.a. Repple & Company | Casselberry, FL | Jan 2003 - Aug 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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- LA
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- TX
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Total Assets Under Management13MILLIONS
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Total Number of Accounts80ACCOUNTS
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Average Account Value$166,104
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, LA, PA, TX
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