ARISTA WEALTH ADVISORS, LTD

ALBANY, New York·2 registered advisors·CRD# 107763
SEC# 801-463800518.452.3805
01

Firm Overview

AUM
$182M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
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 WEALTH ADVISORS, LTD

2 registered advisors
Timothy Edward Casserly
ALBANY, New York
Walter Thomas Burke
ALBANY, New York
05

Office Locations

ALBANY, New York
2 advisors

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Data sourced from SEC Form ADV filings. ARISTA WEALTH ADVISORS, LTD (CRD# 107763) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.