Gerald Schwartz

from Arista Advisory Group, LLC
SEC regulated
Regulated Investment Advisor
Gerald Schwartz is a financial advisor based in New York, Albany, with 11 years of experience. Gerald currently works for Arista Advisory Group, LLC. Gerald maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Gerald Schwartz works at Arista Advisory Group, LLC
Arista Advisory Group, LLC is a financial advisor based in Albany, New York. It currently has around $163,551,920 of assets under management and employs approximately 3 people. The main advice areas covered by Arista Advisory Group, LLC are: financial planning services, portfolio management for individuals and/or small businesses and pension consulting services. Arista Advisory Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
11 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
255 Washington Avenue, Extension Suite 204, Albany, New York, 12205

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