Stasia Ashmala Veramallay
Investment adviser representative at Vista Investment Partners
10 yearsExperience
1 stateRegistered in
$383.1MFirm assets
2 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
- Seminars and workshops
Experience
10 years in the industry.
- Vista Investment Partners Ii, LLCNov 2023 to now
- Level Four Financial, LLCOct 2022 to now
- Vista Investment Partners LLCJan 2018 to now
- Cantella & Co., Inc.Jan 2018 to Oct 2022
- Raymond JamesSep 2017 to Dec 2017
- UnemployedNov 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (IN).
Vista Investment Partners
Legal name: Vista Investment Partners Ii, LLC
$383.1MAssets managed
494Clients
7Advisers
2 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
- 4123662
- Firm CRD
- 327983