Sally Carolyn Tomlinson

Employer firm

Green Vista Asset Management LLC CRD 296855

$16.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2004 → 09/2017
  Smith & Nephew
  Cape Town
• 01/2018 → 06/2019
  Dillard's
  Estero, FL
• 08/2017 → 12/2017
  Unemployed
  Estero, FL
• 08/2019 → Present
  Green Vista Capital, Llc
  Winter Park, FL
• 02/2021 → Present
  Green Vista Asset Management
  Winter Park, FL

Other Businesses

GREEN VISTA ASSET MANAGEMENT - INVESTMENT ADVISER - DEDICATES 20 HOURS PER MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-28
• S63 Uniform Securities Agent State Law Examination
  2019-10-15

Other Names

• Sally Carolyn Tomilson