Private Vista, LLC

Private Vista, LLC (CRD# 108084) is a financial advisory firm headquartered in Oak Brook, IL. They manage $1,191,161,558 in 3,652 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,191
    MILLION
  • Total Number of Accounts
    3,652
    ACCOUNTS
  • Average Account Value
    $326,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, IN, MI, MN, NC, NE, NH, NY, OH, PA, TX, VA, WI

Financial Advisors at Private Vista, LLC
Showing 1 - 10 of 23 top financial advisors.
1
Gregory R. Bogdan
CRD#: 4994933
2211 York Road, Suite 310, Oak Brook, IL 60523
96
Wealthminder
score

Gregory Bogdan (CRD# 4994933) is an Investment Advisor Representative working at Private Vista, LLC in Oak Brook, IL and has over 11 years of experience in the finance industry. Gregory Bogdan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Teresa M. Bousky
CRD#: 4432402
2211 York Road, Suite 310, Oak Brook, IL 60523
96
Wealthminder
score

Teresa Bousky (CRD# 4432402) is an Investment Advisor Representative working at Private Vista, LLC in Oak Brook, IL and has over 16 years of experience in the finance industry. Teresa Bousky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Douglas S. Brown
CRD#: 2817678
2211 York Road, Suite 310, Oak Brook, IL 60523
96
Wealthminder
score

Douglas Brown (CRD# 2817678) is an Investment Advisor Representative working at Private Vista, LLC in Oak Brook, IL and has over 21 years of experience in the finance industry. Douglas Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Elissa A. Lovell
CRD#: 5120335
1 North Lasalle St., 33rd Floor, Chicago, IL 60602
96
Wealthminder
score

Elissa Lovell (CRD# 5120335) is an Investment Advisor Representative working at Private Vista, LLC in Chicago, IL and has over 11 years of experience in the finance industry. Elissa Lovell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Mary E. McLean
CRD#: 2218555
2211 York Road, Suite 310, Oak Brook, IL 60523
96
Wealthminder
score

Mary McLean (CRD# 2218555) is an Investment Advisor Representative working at Private Vista, LLC in Oak Brook, IL and has over 19 years of experience in the finance industry. Mary McLean has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Steven I. Merdinger
CRD#: 1430517
2211 York Road, Suite 310, Oak Brook, IL 60523
96
Wealthminder
score

Steven Merdinger (CRD# 1430517) is an Investment Advisor Representative working at Private Vista, LLC in Oak Brook, IL and has over 26 years of experience in the finance industry. Steven Merdinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Stephanie C. Nanney
CRD#: 5219567
2211 York Road, Suite 310, Oak Brook, IL 60523
96
Wealthminder
score

Stephanie Nanney (CRD# 5219567) is an Investment Advisor Representative working at Private Vista, LLC in Oak Brook, IL and has over 10 years of experience in the finance industry. Stephanie Nanney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Randy E. Porzel
CRD#: 5221122
2211 York Road, Suite 310, Oak Brook, IL 60523
96
Wealthminder
score

Randy Porzel (CRD# 5221122) is an Investment Advisor Representative working at Private Vista, LLC in Oak Brook, IL and has over 9 years of experience in the finance industry. Randy Porzel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Craig C. Richart
CRD#: 801857
1 North Lasalle St., 33rd Floor, Chicago, IL 60602
96
Wealthminder
score

Craig Richart (CRD# 801857) is an Investment Advisor Representative working at Private Vista, LLC in Chicago, IL and has over 35 years of experience in the finance industry. Craig Richart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Nicole J. Romito
CRD#: 2394048
2211 York Road, Suite 310, Oak Brook, IL 60523
96
Wealthminder
score

Nicole Romito (CRD# 2394048) is an Investment Advisor Representative working at Private Vista, LLC in Oak Brook, IL and has over 15 years of experience in the finance industry. Nicole Romito has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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