Vista Investment Management, LLC

Vista Investment Management, LLC (CRD# 116068) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $273,678,968 in 523 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
400 Penn Center Blvd., Suite 555, Pittsburgh, PA 15235
https://www.vista-im.com
By the Numbers
  • Total Assets Under Management
    274
    MILLION
  • Total Number of Accounts
    523
    ACCOUNTS
  • Average Account Value
    $523,287
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, NC, PA, TX

Financial Advisors at Vista Investment Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Lawrence Eakin, financial advisor Pittsburgh PA
Lawrence E. Eakin
CRD#: 2831417
400 Penn Center Blvd., Suite 555, Pittsburgh, PA 15235

Lawrence Eakin (CRD# 2831417) is an Investment Advisor Representative working at Vista Investment Management, LLC in Pittsburgh, PA and has over 8 years of experience in the finance industry.

2
John Frankola, financial advisor Pittsburgh PA
John D. Frankola
CRD#: 1793125
Pittsburgh, PA

John Frankola (CRD# 1793125) is an Investment Advisor Representative working at Vista Investment Management, LLC in Pittsburgh, PA and has over 35 years of experience in the finance industry.

3
Matthew Viverette, financial advisor Pittsburgh PA
Matthew J. Viverette
CRD#: 6329239
400 Penn Center Blvd., Suite 555, Pittsburgh, PA 15235

Matthew Viverette (CRD# 6329239) is an Investment Advisor Representative working at Vista Investment Management, LLC in Pittsburgh, PA and has over 9 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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