Alyosha Richard Mertens
Investment adviser representative at Vista Investment Partners LLC
10 yearsExperience
2 statesRegistered in
$610.6MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Vista Investment Partners LLCJul 2021 to now
- Cabot Lodge Securities LLCJul 2021 to Oct 2021
- Hilltop Securities IncJan 2011 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Vista Investment Partners LLC
$610.6MAssets managed
479Clients
6Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2376914
- Firm CRD
- 286014