Vista Financial Services LLC

Vista Financial Services LLC (CRD# 165722) is a financial advisory firm headquartered in , . They manage $7,900,000 in 60 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $131,667
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

NJ, PA

Financial Advisors at Vista Financial Services LLC
Showing 1 - 2 of 2 top financial advisors.
1
Edward J. Sheridan
CRD#: 6158101
Phillipsburg, NJ
93
Wealthminder
score

Edward Sheridan (CRD# 6158101) is an Investment Advisor Representative working at Vista Financial Services LLC in Phillipsburg, NJ and has over 5 years of experience in the finance industry.

2
Matthew R. Sheridan
CRD#: 5753324
Phillipsburg, NJ
93
Wealthminder
score

Matthew Sheridan (CRD# 5753324) is an Investment Advisor Representative working at Vista Financial Services LLC in Phillipsburg, NJ and has over 6 years of experience in the finance industry.

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