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Paul Lawrence Moffat

Arista Wealth Management, LLC

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About Paul Lawrence Moffat

Paul Moffat is a registered investment advisor representative with Arista Wealth Management, LLC in Las Vegas, NV. Paul has been in the industry since 1999. He is a licensed insurance agent in Nevada and New Mexico. Paul has experience providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Paul is a dedicated advisor who is committed to helping clients reach their financial goals.

Firm Information

Paul Moffat is currently registered with Arista Wealth Management, LLC. Arista Wealth Management, LLC is a Las Vegas-based investment advisory firm with over $993 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting. Arista Wealth Management, LLC has a team of 7 investment adviser representatives and specializes in serving high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations.
Arista Wealth Management, LLC

8876 SPANISH RIDGE AVENUE

LAS VEGAS, NV 89148

$993.22M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting (investment/non-investment)

Consulting (investment/non-investment)

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Moffat’s Registration & Firm History

NV

03/17/2014 - Present

Arista Wealth Management, LLC (Las Vegas NV)

NY

03/10/1999 - 11/19/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/05/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/09/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Lawrence Moffat.
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