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).

By the Numbers
  • Total Assets Under Management
    224
    MILLION
  • Total Number of Accounts
    354
    ACCOUNTS
  • Average Account Value
    $634,006
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, HI, MA, NH, NJ, NY, PA, TX, VT, WA

Financial Advisors at Arista Investment Advisors, Ltd.
Showing 1 - 1 of 1 top financial advisors.
1
Gerald M. Schwartz
CRD#: 848425
255 Washington Ave. Ext Ste 106, Albany, NY 12205
96
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.