Arista Advisory Group, LLC

Arista Advisory Group, LLC (CRD# 285722) is a financial advisory firm headquartered in Albany, NY. They manage $174,618,947 in 575 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
255 Washington Avenue, Extension Suite 204, Albany, NY 12205
https://www.aristaadv.com
By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    575
    ACCOUNTS
  • Average Account Value
    $303,685
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, HI, LA, MA, NJ, NY, PA, TX, WA

Financial Advisors at Arista Advisory Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Bernard Murphy, financial advisor Capitola CA
Bernard C. Murphy
CRD#: 6186110
Capitola, CA

Bernard Murphy (CRD# 6186110) is an Investment Advisor Representative working at Arista Advisory Group, LLC in Capitola, CA and has 1 year of experience in the finance industry.

2
Gerald Schwartz, financial advisor Honolulu HI
Gerald M. Schwartz
CRD#: 848425
841 Bishop Street Suite 1607, Honolulu, HI 96813

Gerald Schwartz (CRD# 848425) is an Investment Advisor Representative working at Arista Advisory Group, LLC in Honolulu, HI and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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