TrueAdvisor
TrueAdvisor
LB
LB

Lisa Mary Bacon-Soiberg

Arista Wealth Management, LLC
28 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Arista Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
437 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$1.0B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$5,000

Location

8876 Spanish Ridge Avenue, Suite 202, Las Vegas, NV, 89148

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Arista Wealth Management, LLC
March 2019 - Present · 6 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
February 2013 - August 2017 · 4 yrs 6 mos
UBS Financial Services INC.Broker
February 2013 - August 2017 · 4 yrs 6 mos
Morgan Stanley
June 2011 - March 2013 · 1 yr 9 mos
Morgan StanleyBroker
June 2009 - March 2013 · 3 yrs 9 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
November 2005 - April 2007 · 1 yr 5 mos
Morgan Stanley & CO., IncorporatedBroker
July 1996 - October 2005 · 9 yrs 3 mos
Morgan Stanley & CO., IncorporatedBroker
February 1996 - June 1996 · 4 mos
State Registrations1 state
NV
Advisor
Exams
No exam information available for this advisor.