Bernard Charles Murphy
Investment Adviser Representative at Arista Advisory Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bernard Charles Murphy is an investment adviser representative with Arista Advisory Group, LLC in Albany, NY, where they have been registered since 2016. They have worked in the securities industry since 2013 and were previously registered with Dovetail Financial. They are registered to provide investment advice in Connecticut and New York.
Registrations & licenses
- Investment adviser:
- Connecticut, New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Arista Investment Advisors LLCApr 2016 – no end date reportedAlbany, NY
- Arista Advisory Group, LLCNov 2016 – no end date reportedCapitola, CA
- Arista Advisory Group, LLCJul 2026 – no end date reportedCapitola, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Arista Advisory Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.01
- $0 - $1,000,0001.00%
- $1,000,000 - $2,499,9990.80%
- $2,500,000 - $4,999,9990.70%
- $5,000,000 and Up0.60%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial Life Planning, Retirement Planning, Investment Consulting, Insurance Planning, Asset Management, and Estate Planning. As fee-only advisors, they do not sell insurance but provide unbiased guidance on coverage.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Albany, NY
- SEC file number:
- 801-108720
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 19, 2026
View full firm profileSimilar advisors in Albany, NY
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bernard Charles Murphy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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