Robert Stagg Winston
Managing Member And Chief Compliance OfficerVision Financial Management, LLCCRD 3085941
About Robert Stagg Winston
Robert Stagg Winston is listed as Managing Member And Chief Compliance Officer at Vision Financial Management, LLC in Cuyahoga Falls, OH. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Vision Financial Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Robert Stagg Winston work?
Robert Stagg Winston is listed as Managing Member And Chief Compliance Officer at Vision Financial Management, LLC on SEC Form ADV.
How much of Vision Financial Management, LLC does Robert Stagg Winston own?
Form ADV reports a beneficial ownership band of Over 75%.
Vision Financial Management, LLC
| Title | Managing Member And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2013 |