Vista Financial Advisors, LLC

Vista Financial Advisors, LLC (CRD# 316306) is a financial advisory firm headquartered in New York, NY. They manage $11,491,898,634,658 in 32 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
14 Wall Street, 20th Floor, New York, NY 10005
By the Numbers
  • Total Assets Under Management
    11,491,899
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $359,121,832,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

NY, TN

Financial Advisors at Vista Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ruben Williams, financial advisor New York NY
Ruben C. Williams
CRD#: 7423949
1240 Edward L. Grant Hwy, New York, NY 10452

Ruben Williams (CRD# 7423949) is an Investment Advisor Representative working at Vista Financial Advisors, LLC in New York, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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