ARISTA WEALTH ADVISORS, LTD
CRD #107763 SEC #801-46380 ALBANY, NY 518.452.3805
SEC Registered
Total AUM
$182.1M
Discretionary
$182M
Employees
4
Clients
51
Accounts
139
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 8, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/TREASURER | D | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/TREASURER | D | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/TREASURER | D | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/TREASURER | D | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/TREASURER | D | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/TREASURER | D | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/TREASURER | D | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/TREASURER | D | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/TREASURER | D | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/TREASURER | D | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/TREASURER | D | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/TREASURER | D | Control |
| BURKE, WALTER THOMAS | DE | SECRETARY | C | Control |
| BURKE, WALTER THOMAS | DE | SECRETARY | C | Control |
| BURKE, WALTER THOMAS | DE | SECRETARY | C | Control |
| BURKE, WALTER, THOMAS | I | SECRETARY | C | Control |
| BURKE, WALTER, THOMAS | I | SECRETARY | C | Control |
| BURKE, WALTER, THOMAS | I | SECRETARY | C | Control |
| BURKE, WALTER, THOMAS | I | SECRETARY | C | Control |
| BURKE, WALTER, THOMAS | I | SECRETARY | C | Control |
| BURKE, WALTER, THOMAS | I | SECRETARY | C | Control |
| CASSERLY, TIMOTHY EDWARD | DE | PRESIDENT | C | Control |
| CASSERLY, TIMOTHY EDWARD | DE | PRESIDENT | C | Control |
| CASSERLY, TIMOTHY EDWARD | DE | PRESIDENT | C | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT | C | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT | C | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT | C | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT | C | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/TREASURER | C | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/TREASURER | C | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER | C | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/TREASURER | C | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER | C | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/TREASURER | C | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/TREASURER | C | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/TREASURER | C | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/TREASURER | C | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/TREASURER | C | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/TREASURER | C | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/TREASURER | C | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/TREASURER | C | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/TREASURER | C | Control |
| CASSERLY, TIMOTHY, EDWARD | I | PRESIDENT/TREASURER | C | Control |
| LOPEZ, KARIN, JEANNE | I | CHIEF COMPLIANCE OFFICER/OWNER/VICE PRESIDENT | C | Control |
| LOPEZ, KARIN, JEANNE | I | CHIEF COMPLIANCE OFFICER/OWNER/VICE PRESIDENT | C | Control |
| LOPEZ, KARIN, JEANNE | I | CHIEF COMPLIANCE OFFICER/OWNER/VICE PRESIDENT | C | Control |
| LOPEZ, KARIN, JEANNE | I | CHIEF COMPLIANCE OFFICER/OWNER/VICE PRESIDENT | C | Control |
| LOPEZ, KARIN, JEANNE | I | CHIEF COMPLIANCE OFFICER/OWNER/VICE PRESIDENT | C | Control |
| LOPEZ, KARIN, JEANNE | I | CHIEF COMPLIANCE OFFICER/OWNER/VICE PRESIDENT | C | Control |
| LOPEZ, KARIN, JEANNE | I | CHIEF COMPLIANCE OFFICER/OWNER/VICE PRESIDENT | C | Control |
| LOPEZ, KARIN, JEANNE | I | CHIEF COMPLIANCE OFFICER/OWNER/VICE PRESIDENT | C | Control |
| LOPEZ, KARIN, JEANNE | I | CHIEF COMPLIANCE OFFICER/OWNER/VICE PRESIDENT | C | Control |
| LOPEZ, KARIN, JEANNE | I | CHIEF COMPLIANCE OFFICER/OWNER/VICE PRESIDENT | C | Control |
| LOPEZ, KARIN, JEANNE | I | CHIEF COMPLIANCE OFFICER/OWNER/VICE PRESIDENT | C | Control |
| LOPEZ, KARIN, JEANNE | I | CHIEF COMPLIANCE OFFICER/OWNER/VICE PRESIDENT | C | Control |
| LOPEZ, KARIN, JEANNE | I | CHIEF COMPLIANCE OFFICER/OWNER/VICE PRESIDENT | C | Control |
| SCHWARTZ, GERALD MAX | DE | VICE-PRESIDENT | C | Control |
| SCHWARTZ, GERALD MAX | DE | VICE-PRESIDENT | C | Control |
| SCHWARTZ, GERALD MAX | DE | VICE-PRESIDENT | C | Control |
| SCHWARTZ, GERALD, MAX | I | VICE-PRESIDENT/CCO | C | Control |
| SCHWARTZ, GERALD, MAX | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, GERALD, MAX | I | VICE-PRESIDENT/CCO | C | Control |
| SCHWARTZ, GERALD, MAX | I | VICE-PRESIDENT | C | Control |
| SCHWARTZ, GERALD, MAX | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, GERALD, MAX | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, GERALD, MAX | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, GERALD, MAX | I | VICE-PRESIDENT | C | Control |
| SCHWARTZ, GERALD, MAX | I | VICE-PRESIDENT | C | Control |
| SCHWARTZ, GERALD, MAX | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, GERALD, MAX | I | VICE-PRESIDENT | C | Control |
| SCHWARTZ, GERALD, MAX | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, GERALD, MAX | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, GERALD, MAX | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, GERALD, MAX | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, GERALD, MAX | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, GERALD, MAX | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, GERALD, MAX | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, GERALD, MAX | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, GERALD, MAX | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| LOPEZ, KARIN, JEANNE | I | VICE PRESIDENT/SECRETARY | B | Control |
| LOPEZ, KARIN, JEANNE | I | VICE PRESIDENT/SECRETARY | B | Control |
| LOPEZ, KARIN, JEANNE | I | VICE PRESIDENT/SECRETARY | B | Control |
| LOPEZ, KARIN, JEANNE | I | VICE PRESIDENT/SECRETARY | B | Control |
| LOPEZ, KARIN, JEANNE | I | VICE PRESIDENT/SECRETARY | B | Control |
| LOPEZ, KARIN, JEANNE | I | VICE PRESIDENT/SECRETARY | B | Control |
| LOPEZ, KARIN, JEANNE | I | VICE PRESIDENT/SECRETARY | B | Control |
| LOPEZ, KARIN, JEANNE | I | VICE PRESIDENT/SECRETARY | B | Control |
| LOPEZ, KARIN, JEANNE | I | VICE PRESIDENT/SECRETARY | B | Control |
| LOPEZ, KARIN, JEANNE | I | VICE PRESIDENT/SECRETARY | B | Control |
| LOPEZ, KARIN, JEANNE | I | VICE PRESIDENT/SECRETARY | B | Control |
| LOPEZ, KARIN, JEANNE | I | VICE PRESIDENT/SECRETARY | B | Control |
| LOPEZ, KARIN, JEANNE | I | VICE PRESIDENT/SECRETARY | B | Control |
| LOPEZ, KARIN, JEANNE | I | VICE PRESIDENT/SECRETARY | B | Control |
Registrations
Federal
IA
Mar 8, 2023 REGISTERED
Notice Filings (11)
CA FL HI MA NH NJ NY PA TX VT WA
Address
255 WASHINGTON AVENUE EXTENSIONSUITE # 104
ALBANY, NY 12205
United States
Phone: 518.452.3805