Vista Investment Management, LLC

Vista Investment Management, LLC (CRD# 116068) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $81,700,000 in 98 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $833,673
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
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.

CA, FL, PA

Financial Advisors at Vista Investment Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew J. Viverette
CRD#: 6329239
300 Penn Center Blvd., Suite 620, Pittsburgh, PA 15235
88
Wealthminder
score

Matthew Viverette (CRD# 6329239) is an Investment Advisor Representative working at Vista Investment Management, LLC in Pittsburgh, PA and has over 2 years of experience in the finance industry.

2
John D. Frankola
CRD#: 1793125
Pittsburgh, PA
46
Wealthminder
score

John Frankola (CRD# 1793125) is an Investment Advisor Representative working at Vista Investment Management, LLC in Pittsburgh, PA and has over 28 years of experience in the finance industry.

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