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.