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Financial ADVSR advisor directory · SEC adviser records

Vision Investment Advisors, LLC financial advisors in Stamford, CT

Every SEC-registered investment adviser representative at a Vision Investment Advisors, LLC office in Stamford, A to Z.

The short answer

7 registered advisors work at Vision Investment Advisors, LLC in Stamford, out of 9 at the firm nationwide; it ranks number 21 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.

Vision Investment Advisors, LLC advisors in Stamford, A to Z

Every Vision Investment Advisors, LLC advisor →

Vision Investment Advisors, LLC advisors in every city and state →Vision Investment Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Vision Investment Advisors, LLC advisors in other cities

Delray Beach, FL 1Fallbrook, CA 1

Other firms in Stamford

All Stamford advisors →

Steward Partners Investment Advisory, LLC 194Merrill Lynch, Pierce, Fenner & Smith Incorporated 111New Edge Wealth 87Morgan Stanley 59O'Shaughnessy Asset Management, LLC 55UBS Financial Services Inc. 45MML Investors Services, LLC 24Oppenheimer & Co. Inc. 24Equitable Advisors, LLC 21Strategic Advisers LLC 19Charles Schwab & Co., Inc. 18RBC Capital Markets, LLC 17

Questions

How many financial advisors does Vision Investment Advisors, LLC have in Stamford?

7 investment adviser representatives are registered at Vision Investment Advisors, LLC offices in Stamford, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.

Is Vision Investment Advisors, LLC one of the largest advisor employers in Stamford?

Vision Investment Advisors, LLC ranks number 21 in Stamford by registered advisors; Steward Partners Investment Advisory, LLC has the most, with 194.

How do I check a Vision Investment Advisors, LLC advisor in Stamford?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Vision Investment Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.