ARISTA ADVISORY GROUP, LLC

ALBANY, New York·3 registered advisors·CRD# 285722
SEC# 801-1087201518-464-0319
01

Firm Overview

AUM
$175M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ARISTA ADVISORY GROUP, LLC

3 registered advisors
Bernard Charles Murphy
ALBANY, New York
Gerald Max Schwartz
ALBANY, New York
Kimberly Marie Mullin
ALBANY, New York
05

Office Locations

ALBANY, New York
3 advisors

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Data sourced from SEC Form ADV filings. ARISTA ADVISORY GROUP, LLC (CRD# 285722) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.