← Tributary

VISTA FINANCIAL ADVISORS, LLC

NEW YORK, NY · CRD 316306 · IAPD ↗ · 202-340-2176

$11491.90BRegulatory AUM
1Advisory reps
2Employees
0Clients
26-50Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2024 — VISTA FINANCIAL ADVISORS, LLC (NEW YORK, NY) left the SEC roster (was $11491.90B RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.