Vision Investment Advisors, LLC

Overview

Vision Investment Advisors, LLC is an SEC registered investment adviser based in Stamford, CT, registered since 2000. It reports $137M in assets under management across 129 accounts, with 9 employees. It has 9 investment adviser representatives.

Reported AUM

$137M

Discretionary

92%

Accounts

129

Average account

$1.1M

Employees

9

Advisory reps

9

Registered since

2000

Jurisdictions

26

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Commissions, Fixed Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Executive officers 3 of 4

• Howard Martin Rothman Manager, Chief Executive Officer, Owner CRD 1098190
• Joan Harriet Hanko Owner CRD 4369126
• Shirley Barbara Siegel Owner CRD 4369113

1 more executive officer, with direct contact details

Advisory reps 3 of 9

• Luke David Berte Registered Rep · Investment Adviser Rep CRD 6483149
• Justin Everett Boshnack Investment Adviser Rep CRD 3062830
• Steven Edward Freed Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4539715

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1010 Washington Blvd Ste 300
Stamford, CT 06901

County

Western Ct

Metro area

Bridgeport-Stamford-Norwalk, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 26 jurisdictions
• Website: advicewithvision.com

Every state, with registration dates

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