Bernard
Murphy
Arista Advisory Group, LLC
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About this Advisor
Bernard Murphy is a certified financial planner operating in Capitola, California, with a total of 7 years of industry experience. Murphy is on the advisory team at Arista Advisory Group, LLC. Over the course of their career, Murphy has held roles at Dovetail Financial, Arista Investment Advisors LLC and Arista Advisory Group, LLC. Murphy is registered to work in California, Connecticut and New York. Arista Advisory Group, LLC is an advisory company operating out of Albany, NY. It has offices in two locations and just three financial advisors. It manages $169 million in assets under management between its 702 accounts, making it one of the mid-sized firms in the country by assets under management. The firm provides services to 12 charities and foundations. Of its 702 accounts, just 4% belong to high-net-worth clients who have at least $1 million in assets available to invest. Arista Advisory Group, LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management usually depend on the type of services. Fee types charged by Arista Advisory Group, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arista Advisory Group, LLC Brokerage Details
$168,863,304
3
702
$240,546
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Bernard Murphy Work History
Bernard has been registered as a financial advisor for 7 years.*
Arista Investment Advisors LLC
Arista Advisory Group, LLC
Dovetail Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bernard Murphy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Arista Advisory Group, LLC
Capitola, CA
Honolulu, HI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
