Vista Way Advisors

Vista Way Advisors (CRD# 309652) is a financial advisory firm headquartered in , . They manage $16,776,332 in 95 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.instagram.com/vistawayadvisors/
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $176,593
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, VT

Financial Advisors at Vista Way Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Andrew Hawes, financial advisor Charlestown MA
Andrew O. Hawes
CRD#: 5793295
Charlestown, MA

Andrew Hawes (CRD# 5793295) is an Investment Advisor Representative working at Vista Way Advisors in Charlestown, MA and has over 10 years of experience in the finance industry.

2
Shawn Young Eagle, financial advisor Charlestown MA
Shawn M. Young Eagle
CRD#: 6261098
Charlestown, MA

Shawn Young Eagle (CRD# 6261098) is an Investment Advisor Representative working at Vista Way Advisors in Charlestown, MA and has over 10 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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