Bernard Murphy has been Partner/Chief Compliance Officer of Arista Advisory Group since January 2018, is a control person of the firm and directly owns between 10% and 25% of it. Bernard Murphy studied Degrees in Economics and Sociology at the University of Dublin, Trinity College.
Arista Advisory Group, LLC is an Albany, NY firm with $144M under management, 234 clients and 1 adviser in one office, as of its August 2026 filing.
Bernard Murphy is Partner, Financial Planning and Investments of Arista Advisory Group. Before this work he spent close to thirty years supporting children and adults with varying disabilities, including as CEO, CFO and President of four organizations. He works with individuals in a highly personalized way to build financial plans.
Bernard Murphy’s longest registration is the current one, 9 years at Arista Advisory Group since 2016. Before joining Arista Advisory Group in 2016, Bernard Murphy was registered through Dovetail Financial.
- Arista Advisory Group, LLCCurrent– present · 9 yearsAlbany, NY · Adviser representative · Firm CRD 285722
- Dovetail Financial– · 2 yearsCapitola, CA · Adviser representative · Firm CRD 167468
Professional designations
Listed by Arista Advisory Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Bernard Murphy is registered as an investment adviser representative in 2 states. The first approvals date from March 2021; the most recent is Connecticut, in November 2022.
- ConnecticutSince 18 November 2022
- New YorkSince 8 March 2021
Examinations
No examinations are on Bernard Murphy’s record.
- Full name
- Bernard Charles Murphy
- CRD
- 6186110
- Firm
- Arista Advisory Group · CRD 285722
- Role
- Partner/Chief Compliance Officer
- Office
- 255 WASHINGTON AVENUE, EXTENSION SUITE 204, Albany, NY 12205
- Registration
- Investment adviser registration
- In the industry since
- December 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aristaadv.com
Where does Bernard Murphy work?
Bernard Murphy has been Partner/Chief Compliance Officer of Arista Advisory Group, LLC since January 2018, and is a control person of the firm.
Is Bernard Murphy a financial advisor?
Yes. Bernard Murphy has a current investment-adviser registration in Connecticut and New York, through Arista Advisory Group since December 2016.
How many years of experience does Bernard Murphy have?
Bernard Murphy has 12 years in the financial industry, since December 2013, across 2 adviser firms.
Where did Bernard Murphy work before Arista Advisory Group?
Before Arista Advisory Group, Bernard Murphy was registered through Dovetail Financial, May 2013 to April 2016.
Where is Bernard Murphy based?
Bernard Murphy’s registered office is in Albany, NY.
Is Bernard Murphy registered with FINRA?
No. Bernard Murphy has no current broker registration.
Is Bernard Murphy a CFP?
Arista Advisory Group lists Bernard Murphy with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Bernard Murphy’s record?
Search CRD 6186110 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bernard Murphy’s full registration record.
