Managing Partner · Vista Investment Partners
Brett D. Guiley
CRD 4145989 · Named on Form ADV at one SEC-registered adviser
At a glance
Vista Investment Partners, an SEC-registered wealth manager based in Richmond, IN with $383 million in regulatory assets, lists Brett D. Guiley on its Form ADV as Managing Partner, a control person.
Firms and roles
- Vista Investment PartnersManaging PartnerWealth manager · Richmond, IN · $383M in regulatory assets
AtlasMembers
Brett’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Sarah E. PeacockManager, Vista Investment Partners
- Dennis R. MasonCCO, Vista Investment Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brett’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.