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Bernard Charles Murphy

ARISTA ADVISORY GROUP, LLC·ALBANY, New York
Clean record13 years registeredARISTA ADVISORY GROUP, LLC
255 WASHINGTON AVENUE, ALBANY, NY 12205CRD# 6186110Firm CRD# 285722

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bernard Charles Murphy · ALBANY, NY
Registration
CRD #6186110 · ARISTA ADVISORY GROUP, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

ARISTA ADVISORY GROUP, LLC
Dec 2016 – present
DOVETAIL FINANCIAL
May 2013 – Apr 2016
CAPITOLA, CA
02

Registrations & Exams

Registration record
First registered · May 24, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ARISTA ADVISORY GROUP, LLC
CRD 285722 · SEC 801-108720
AUM
$175M
Regulatory assets under management
Employees
3
575 client accounts
Services offered by ARISTA ADVISORY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ARISTA ADVISORY GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Bernard Charles Murphy offer?
Bernard Charles Murphy specializes in Financial Planning, Investment Management. Contact their office in ALBANY, New York for a consultation.
What are Bernard Charles Murphy's credentials?
Bernard Charles Murphy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bernard Charles Murphy located?
Bernard Charles Murphy is based in ALBANY, New York, working with ARISTA ADVISORY GROUP, LLC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.
How does Bernard Charles Murphy charge for services?
Bernard Charles Murphy'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 ADVISORY GROUP, LLC?
ARISTA ADVISORY GROUP, LLC has approximately 3 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ARISTA ADVISORY GROUP, LLC

Gerald Max Schwartz
ALBANY, NY

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