Todd Donaldson Quinn

Arista Wealth Management, LLC

24 Years of Experience

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

527 East Pioneer Rd,, Suite 220, Draper, UT, 84020

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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.

Employment History

Current Registrations

Arista Wealth Management, LLC

June 2024 - Present · 1 yr 8 mos

Previous Registrations

Maddix Holdings

February 2023 - March 2023 · 1 mo

Axxcess Wealth Management, LLC

September 2022 - July 2024 · 1 yr 10 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

August 2012 - September 2022 · 10 yrs 1 mo

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

May 2012 - September 2022 · 10 yrs 4 mos

Northern Trust Securities, INC.Broker

April 2009 - May 2012 · 3 yrs 1 mo

Silverstone Wealth Management, LLC

March 2007 - December 2008 · 1 yr 9 mos

Banc of America Investment Services, INC.

May 2003 - July 2006 · 3 yrs 2 mos

Banc of America Investment Services, INC.Broker

May 2003 - July 2006 · 3 yrs 2 mos

Credit Suisse First Boston

January 2003 - April 2003 · 3 mos

Credit Suisse First Boston LLCBroker

January 2003 - April 2003 · 3 mos

Donaldson, Lufkin & Jenrette Securities CorporationBroker

October 2000 - January 2003 · 2 yrs 3 mos

State Registrations2 states

TXUT

Advisor

Exams

No exam information available for this advisor.