Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Charles Murphy is a financial advisor registered in California, Connecticut, and New York with Arista Advisory Group, LLC. Bernard has been in the industry since April 2013 and has a Certified Financial Planner designation. Bernard provides financial planning and portfolio management for individuals, businesses, and charitable organizations. The firm also provides pension consulting services. Arista Advisory Group, LLC has a total of $174,618,947 in regulatory assets under management, of which $168,154,616 are discretionary.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
03/08/2021 - Present
Arista Advisory Group, LLC (ALBANY NY)
Active
Inactive
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