# VISTA FINANCIAL ADVISORS, LLC

VISTA FINANCIAL ADVISORS, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 316306
- Type: SEC-registered investment adviser
- SEC file number: 801-122832
- Location: 14 WALL STREET, 20TH FLOOR, NEW YORK, NY, 10005
- Phone: 202-340-2176
- Latest filing: 2023-04-05
- Regulatory AUM: $11.5T
- Discretionary AUM: $11.5T
- Clients: 2
- Accounts: 32

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| [Alexander Sotir Joseph](https://search.stillhousedata.com/person/697737) | MEMBER INVESTOR | — |
| [WILLIAMS RUBEN CEDRICK](https://search.stillhousedata.com/person/868608) | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| [SUMMONS JAMES](https://search.stillhousedata.com/person/868609) | CHIEF OPERATIONS OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316306/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316306/similar
- Related entities: https://search.stillhousedata.com/firm/316306/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316306

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.