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Paul Lawrence Moffat

ARISTA WEALTH MANAGEMENT, LLC·LAS VEGAS, Nevada
Series 7, Series 66Clean record27 years registeredARISTA WEALTH MANAGEMENT, LLC
8876 SPANISH RIDGE AVENUE, LAS VEGAS, NV 89148CRD# 3181634Firm CRD# 141504

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Lawrence Moffat · LAS VEGAS, NV
Registration
CRD #3181634 · ARISTA WEALTH MANAGEMENT, LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

ARISTA WEALTH MANAGEMENT, LLC
Aug 2006 – present
CLEARWATER WEALTH MANAGEMENT
Nov 2004 – Jan 2008
LAS VEGAS, NV
MERRILL LYNCH PIERCE FENNER & SMITH INC.
May 1999 – Nov 2004
LAS VEGAS, NV
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · May 20, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ARISTA WEALTH MANAGEMENT, LLC
CRD 141504 · SEC 801-78190
AUM
$993M
Regulatory assets under management
Employees
14
1,628 client accounts
Services offered by ARISTA WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ARISTA WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Paul Lawrence Moffat offer?
Paul Lawrence Moffat specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAS VEGAS, Nevada for a consultation.
What are Paul Lawrence Moffat's credentials?
Paul Lawrence Moffat is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Lawrence Moffat located?
Paul Lawrence Moffat is based in LAS VEGAS, Nevada, working with ARISTA WEALTH MANAGEMENT, LLC. Their office serves clients in the LAS VEGAS metropolitan area and surrounding communities.
How does Paul Lawrence Moffat charge for services?
Paul Lawrence Moffat's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARISTA WEALTH MANAGEMENT, LLC?
ARISTA WEALTH MANAGEMENT, LLC has approximately 14 employees and manages $993M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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