Vista Financial Services LLC

Vista Financial Services LLC (CRD# 165722) is a financial advisory firm headquartered in Alpha, NJ. They manage $16,649,000 in 42 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1425 3rd Ave, Alpha, NJ 08865
https://twitter.com/vistafinancial
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $396,405
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
The map below shows states where this firm has explicit registration only.

NJ, PA, VA

Financial Advisors at Vista Financial Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Sheridan, financial advisor Alpha NJ
Matthew R. Sheridan
CRD#: 5753324
1425 3rd Ave, Alpha, NJ 08865

Matthew Sheridan (CRD# 5753324) is an Investment Advisor Representative working at Vista Financial Services LLC in Alpha, NJ and has over 12 years 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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