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
Vista Way Advisors
By the Numbers
-
Total Assets Under Management17MILLION
-
Total Number of Accounts95ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, VT
Financial Advisors at Vista Way Advisors
1
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 (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.
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