Bernard
Murphy
Arista Advisory Group, LLC
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About this Advisor
Bernard Murphy is a financial advisor based in Capitola, California, working with Arista Advisory Group, LLC. Bernard has previously held positions at Dovetail Financial, Arista Investment Advisors LLC, and Arista Advisory Group, LLC. Bernard is registered to provide services in California, Connecticut, and New York. Currently, Bernard is part of Arista Advisory Group, LLC, which operates out of Capitola, California. The firm has 2 offices and 3 employees. The firm manages assets totaling $174.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Arista Advisory Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Arista Advisory Group, LLC Brokerage Details
$174,618,947
3
575
$303,685
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Bernard Murphy Work History
Arista Investment Advisors LLC
Arista Advisory Group, LLC
Dovetail Financial
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 6/19/2024. 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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