Zachary
Taylor
Arista Wealth Management, LLC
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About this Advisor
Zachary Taylor is a financial advisor who works in Las Vegas, Nevada with a total of 1 year of relevant experience. Taylor currently works for Arista Wealth Management, LLC. Throughout their career, Taylor has worked at Byu-Idaho/Syracuse High, Brigham Young University - Idaho, America First Credit Union, Arista Wealth, Arista Wealth Management, Na and Fidelity Investments. Taylor has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Nevada. Arista Wealth Management, LLC is an advisory firm that has its headquarters in Las Vegas, NV. It handles $497 million in total assets among its 1,202 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm serves six charitable organizations. Of its 1,202 customer accounts, just 4% are held by high-net-worth individuals who have more than $1 million in investable assets. Arista Wealth Management, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. A financial advisor's fee schedules usually are based on which service is offered. However, fees charged by Arista Wealth Management, LLC likely consist of some combination of 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
Zachary Taylor Work History
Zachary has been registered as a financial advisor for 1 years.*
Arista Wealth Management
Fidelity Investments
Arista Wealth
Arista Wealth Management
Brigham Young University - Idaho
Na
Byu-Idaho/Syracuse High
America First Credit Union
*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 Zachary Taylor 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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