Shirley Siegel is not listed as a control person, but directly owns under 5% of Vision Investment Advisors.
Vision Investment Advisors is an investment adviser based in Stamford, CT, registered with the SEC since 2000. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $137 million, as filed on 12 May 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 4369113
- Firm
- Vision Investment Advisors · CRD 109621
- Role
- Owner
- In role since
- January 2001 · 25 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Stamford, CT
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Shirley Siegel work?
Shirley Siegel has been Owner of Vision Investment Advisors, LLC since January 2001.
How can I verify Shirley Siegel’s record?
Shirley Siegel’s role is listed on Vision Investment Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 109621.