Paul
Moffat
Arista Wealth Management, LLC
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About this Advisor
Paul Moffat is a financial advisor operating in Las Vegas, Nevada who has 17 years of relevant experience. Moffat is on the advisory team at Arista Wealth Management, LLC. They have been an employee of Arista Wealth Management, Llc for the entirety of their career. Moffat has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Nevada, New Mexico, North Carolina and Texas. Arista Wealth Management, LLC is an advisory business based in Las Vegas, NV. It has $497 million in total assets among its 1,202 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm serves six charitable organizations. Of its 1,202 accounts, just 4% are held by high-net-worth investors who have at least $1 million in assets available to invest. Arista Wealth Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Financial management fee schedules usually are based on which services the firm provides the client. However, fees billed by Arista Wealth Management, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arista Wealth Management, LLC Brokerage Details
$496,550,178
10
1,202
$413,103
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Paul Moffat Work History
Paul has been registered as a financial advisor for 17 years.*
Arista Wealth Management, LLC
*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 Paul Moffat 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 Wealth Management, LLC
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
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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