Green Vista Capital
Green Vista Capital, LLC is a registered broker-dealer based at 222 N. Park Avenue in Winter Park, Florida, and a member of FINRA and SIPC. The Florida LLC was formed in 2017. In its broker-dealer capacity the firm acts as a managing broker-dealer for direct private placements offered under Rule 506(b) and sells those placements to accredited investors. It does not hold customer funds or securities.
Form CRS materials state that Green Vista does not offer traditional brokerage accounts or maintain clearing arrangements, and that registered representatives recommend private placements as the firm’s limited product set. The firm also lists financial planning, tax-aware and capital-gains mitigation topics, insurance products through licensed representatives, retirement and estate strategies, and customized managing broker-dealer services.
This directory profile covers Green Vista’s private-placement broker-dealer and managing-broker-dealer platform for accredited investors and sponsors, not a full-service retail brokerage.