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
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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.


Financial Advisors at Vista Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
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.

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