Arista Advisory Group, LLC
● SEC registered since 2016CRD 285722SEC# 801-108720Albany, NY
Reg. AUM
$143.7M
Employees
3
Accounts
500
Location
Albany, NY
Arista Advisory Group, LLC assets under management
Arista Advisory Group, LLC operates as an SEC-registered investment adviser based in Albany, NY. The firm has been registered since 2016. It reports $143.7 million in regulatory assets under management and employs 3 people.
Arista Advisory Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bernard Charles Murphy Control | Vice President | 10-25% | 2018 |
| Gerald Max Schwartz Control | President & Chief Compliance Officer | 50-75% | 2016 |
| Kimberly Marie Mullin Control | Secretary Treasurer | 10-25% | 2018 |
Frequently asked questions
How much does Arista Advisory Group, LLC manage?
Arista Advisory Group, LLC reports $143.7 million in regulatory assets under management on its Form ADV.
How many employees does Arista Advisory Group, LLC have?
Arista Advisory Group, LLC reports 3 employees.
Where is Arista Advisory Group, LLC located?
Arista Advisory Group, LLC is based in Albany, NY and has been SEC-registered since 2016.
Does Arista Advisory Group, LLC disclose fund performance?
Arista Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 255 Washington Avenue, Extension Suite 204, Albany, NY 12205 |
| Phone | 518-464-0319 |
| Fax | 518-464-5004 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$143.7M▼ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$143.7Mregulatory AUM
Discretionary $136.7MNon-discretionary $6.9M