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- Custodian
- Fidelity/NFS · Interactive Brokers · JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-09-2012
- Office Locations
- 1
Office Locations
About Vista Financial Services LLC
Vista Financial Services is a registered investment advisor in Alpha, NJ providing custom portfolio management for individuals and small businesses. The firm supports IRA and retirement plan needs, education savings/college planning, and broader wealth management to grow assets and generate income. Portfolios emphasize asset allocation using ETFs and public funds, with custody available through platforms such as Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
MATTHEW ROBERT SHERIDAN
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5753324
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,919,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,919,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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