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DA

Devin T. Andreatta

LPL FINANCIAL LLC
ENDICOTT, NY 13760
Some features on this profile are disabled
CRD#: 7175243
DA

Professional summary

Devin Thayer Andreatta, who also goes by Devin Andreatta, is a registered financial professional currently at LPL FINANCIAL LLC located in Endicott, New York and VISIONS ANALYSIS LLC located in Endicott, New York.

Devin is registered as a RR (Registered Representative) and started their career in finance in 2019. Devin has worked at 3 firms and has passed the Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Devin Andreatta

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Devin Thayer Andreatta's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 18, 2020 - Present

LPL FINANCIAL LLC

Office #1: 24 Mckinley Ave, Endicott, NY 13760
RIA
BD
CRD#: 6413
ENDICOTT, NY
Current

April 8, 2024 - Present

VISIONS ANALYSIS LLC

Office #1: 24 Mckinley Avenue, Endicott, NY 13760Office #2: 24 Mckinley Avenue, Endicott, NY 13760
BD
CRD#: 286678
Endicott, NY
Past

September 23, 2019 - June 17, 2020

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
VESTAL, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(8/18/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 10/9/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/23/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/16/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

VA
VISIONS ANALYSIS LLC
VISIONS ANALYSIS LLC

CRD#: 286678 / SEC#: , 8-69898

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
24 Mckinley Avenue, Endicott, NY 13760
Mailing Address
24 Mckinley Avenue, Endicott, NY 13760
Phone number
(845) 489-3883
Established
New York since 12/22/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
VISIONS FEDERAL CREDIT UNIONOWNER
BENDER, STEVEN CHRISTOPHERPFO, POO2650187
BENDER, STEVEN CHRISTOPHERFINOP2650187
THATCHER, JEFFREY GLENNCEO, CCO, MANAGING DIRECTOR1951368

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VISIONS ANALYSIS LLC

CRD#: 286678Endicott, NY 13760

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