Vision Investment Advisors, LLC

Vision Investment Advisors, LLC (CRD# 109621) is a financial advisory firm headquartered in Stamford, CT. They manage $106,360,014 in 110 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $966,909
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DE, FL, ID, IL, LA, MA, MI, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VT, WI

Financial Advisors at Vision Investment Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Justin E. Boshnack
CRD#: 3062830
120 Long Ridge Road, 3 North, Stamford, CT 06902

Justin Boshnack (CRD# 3062830) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Stamford, CT and has over 8 years of experience in the finance industry.

2
Steven E. Freed
CRD#: 4539715
Delray Beach, FL

Steven Freed (CRD# 4539715) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Delray Beach, FL and has over 20 years of experience in the finance industry.

3
John M. Karafa
CRD#: 2927594
120 Long Ridge Road, 3 North, Stamford, CT 06902

John Karafa (CRD# 2927594) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Stamford, CT and has over 22 years of experience in the finance industry.

4
Ana Martinez
CRD#: 5288054
120 Long Ridge Road, 3 North, Stamford, CT 06902

Ana Martinez (CRD# 5288054) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Stamford, CT and has over 12 years of experience in the finance industry.

5
Emanuel A. Romero-Vicini
CRD#: 2887156
120 Long Ridge Road, 3 North, Stamford, CT 06902

Emanuel Romero-Vicini (CRD# 2887156) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Stamford, CT and has over 26 years of experience in the finance industry.

6
Howard M. Rothman
CRD#: 1098190
120 Long Ridge Road, 3 North, Stamford, CT 06902

Howard Rothman (CRD# 1098190) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Stamford, CT and has over 37 years of experience in the finance industry.

7
Luke D. Berte
CRD#: 6483149
120 Long Ridge Road, 3 North, Stamford, CT 06902

Luke Berte (CRD# 6483149) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Stamford, CT and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.