Arista Investment Advisors, Ltd.
Arista Investment Advisors, Ltd. (CRD# 107763) is a financial advisory firm headquartered in Albany, NY. They manage $224,438,047 in 354 accounts and serve the financial needs of clients across 11 states (or territories).
Total Assets Under Management224MILLION
Total Number of Accounts354ACCOUNTS
Average Account Value$634,006
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, HI, MA, NH, NJ, NY, PA, TX, VT, WA
Gerald Schwartz (CRD# 848425) is an Investment Advisor Representative working at Arista Investment Advisors, Ltd. in Albany, NY and has over 27 years of experience in the finance industry. Gerald Schwartz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.