VISION BROKERAGE SERVICES, LLC
STAMFORD, CT

Vision Brokerage Services, LLC, commonly referred to as Vision, is a FINRA member firm with its headquarters located in Stamford, CT. The company operates numerous offices across the United States and employs a large network of Registered Representatives. Vision offers a comprehensive range of financial services, including broker-assisted accounts and access to investment advisory services through separately managed accounts offered by Vision Investment Advisors and other Registered Investment Advisors. Additionally, Vision provides qualified clients with access to hedge funds, private placements, and alternative investments. It also facilitates investment in mutual funds from over 80 different fund families. Vision's affiliations include membership with the Municipal Securities Rulemaking Board and the Securities Investor Protection Corporation, underscoring its commitment to regulatory compliance and investor protection. Vision is a sister company of both Vision Financial Markets LLC, a prominent self-clearing Securities Broker/Dealer, and Vision Investment Advisors, LLC, an SEC-registered investment advisor known for offering extensive portfolio management services covering equities and fixed income. Founded in 1999, Vision along with its affiliate, Vision Investment Advisors, was established to enhance securities brokerage and investment advisory capabilities. The firm prides itself on tailoring financial solutions that align with individual investor needs, factoring in risk tolerance, liquidity requirements, time horizons, and specific financial objectives. Vision is a member of the Florida corporate database with its company type identified as FORL, filed under number M03000001581 and incorporated on May 15, 2003. The mailing address for Vision's headquarters is located at 120 Long Ridge Road, Stamford, CT, 06902, USA. For further inquiries or detailed assistance, potential clients can contact Vision through various phone lines provided on their official website at visionbrokerageservices.com. Leadership at Vision includes Howard M Rothman and Robert M Boshnack, who both serve as managers of the company, ensuring strategic direction and operational excellence.

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 - 23 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
1010 WASHINGTON BLVD,
STE 300,
STAMFORD,
CT,
06901,
US
Mailing Address
1010 WASHINGTON BLVD.,
STE 300,
STAMFORD,
CT,
06901,
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, CT

Robert M Boshnack

Position
Manager Active
From
NEW YORK, NY, NY





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

2025
January 28, 2025
2024
January 19, 2024