VISION BROKERAGE SERVICES, LLC
STAMFORD, CT

VISION BROKERAGE SERVICES, LLC, STAMFORD

Vision Brokerage Services, LLC (“Vision”), a FINRA member firm, is headquartered in Stamford, CT with several offices and dozens of Registered Representatives across the United States. Vision provides several services including broker-assisted accounts and access to investment advisory services such as separately managed accounts from Vision Investment Advisors and other Registered Investment Advisors. In addition, for qualified and appropriate individuals, Vision offers access to additional managed products including hedge funds, private placements and other alternative investments. Vision also has access to mutual funds from over 80 different fund families. In addition to being a member of FINRA, Vision is also holds memberships with the Municipal Securities Rulemaking Board and Securities Investors Protection Corporation. Vision is a sister (affiliated) company of Vision Financial Markets LLC, a leading self-clearing Securities Broker/Dealer. Vision is also a sister (affiliated) company of Vision Investment Advisors, LLC, a SEC registered investment advisor. Vision Investment Advisors is a money management and advisory firm which provides portfolio management services covering both equities and fixed income. The affiliated companies of Vision are privately held. Vision Brokerage Services and Vision Investment Advisors were founded in 1999 to expand Vision’s capabilities into securities brokerage and investment advisory. Welcome to Vision Brokerage Services Vision Brokerage Services, LLC (“Vision”) is a full service introducing broker/dealer serving retail clients throughout the United States. With a full array of products and services including stocks, options, bonds, mutual funds and managed accounts, Vision is well positioned to help investors find the right mix of products and specific investments to help meet their financial needs. Our highly dedicated professionals focus on each investor’s unique risk tolerance, liquidity needs, time horizon and financial goals to develop a plan best suited to help reach those goals. To learn how Vision can help you with your specific investing needs, please contact our Are you not meeting your firm’s aggressive quotas? Take control of your book and secure your future as an independent Registered Representative. All rights reserved. Products and services in these Web pages are not offered to residents of certain countries where the Vision entity may not be licensed or authorized to conduct business. Information on this site is provided on an “as is” basis and is not intended for trading purposes or as investment advice.

KEY FACTS ABOUT VISION BROKERAGE SERVICES, LLC

Company name
VISION BROKERAGE SERVICES, LLC
Status
Active
Filed Number
M03000001581
FEI Number
134066286
Date of Incorporation
May 15, 2003
Age - 22 years
Home State
NY
Company Type
Foreign Limited Liability

CONTACTS

Website
http://visionbrokerageservices.com
Phones
(877) 836-3949
(203) 388-2714
(203) 388-2675
(203) 517-9710
(701) 839-4500
(701) 852-8882
(305) 961-1199
(305) 531-5121
(305) 672-7879
(786) 837-5616
(786) 629-5144
(407) 313-9310
(415) 767-5006
(310) 895-7412
(312) 987-2053

VISION BROKERAGE SERVICES, LLC NEAR ME

Principal Address
120 LONG RIDGE ROAD,
3 NORTH,
STAMFORD,
CT,
06902,
US

See Also

Officers and Directors

The VISION BROKERAGE SERVICES, LLC managed by the two persons from STAMFORD, NEW YORK on following positions: Manager

Howard M Rothman

Position
Manager Active
From
STAMFORD, CT, 06902

Robert M Boshnack

Position
Manager Active
From
NEW YORK, NY, 10004





Registered Agent is REGISTERED AGENT SOLUTIONS, INC.

Address
2894 REMINGTON GREEN LANE, TALLAHASSEE, FL, 32308

Events

June 14, 2022
LC STMNT OF RA/RO CHG

Annual Reports

2024
January 19, 2024
2023
January 18, 2023