Unclaimed Profile

Timothy Edward Casserly

ARISTA WEALTH ADVISORS, LTD·ALBANY, New York

Series 6, Series 7, Series 635 years registeredARISTA WEALTH ADVISORS, LTD

255 WASHINGTON AVENUE EXTENSION, ALBANY, NY 12205CRD# 1309172Firm CRD# 107763

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Edward Casserly · ALBANY, NY

Registration

CRD #1309172 · ARISTA WEALTH ADVISORS, LTD · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ARISTA WEALTH ADVISORS, LTD

ARISTA WEALTH ADVISORS, LTD

May 2021 – Mar 2023

ALBANY, NY

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Registration record

First registered · May 9, 2021

Years registered · 5

Disclosure History

1996Customer Dispute·Pending

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ARISTA WEALTH ADVISORS, LTD

CRD 107763 · SEC 801-46380

AUM

$182M

Regulatory assets under management

Employees

139 client accounts

Services offered by ARISTA WEALTH ADVISORS, LTD

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 WEALTH ADVISORS, LTD →

Introduction

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Frequently Asked Questions

What services does Timothy Edward Casserly offer?

Timothy Edward Casserly specializes in Financial Planning, Investment Management.

What are Timothy Edward Casserly's credentials?

Timothy Edward Casserly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Edward Casserly located?

Timothy Edward Casserly is based in ALBANY, New York, last registered with ARISTA WEALTH ADVISORS, LTD.

How does Timothy Edward Casserly charge for services?

Timothy Edward Casserly'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 ADVISORS, LTD?

ARISTA WEALTH ADVISORS, LTD has approximately 4 employees and manages $182M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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