Kimberly Mullin is a control person of Arista Advisory Group and directly owns between 10% and 25% of it.
Arista Advisory Group is an investment adviser based in Albany, NY, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $144 million, as filed on 19 August 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6729758
- Firm
- Arista Advisory Group · CRD 285722
- Role
- Secretary Treasurer
- In role since
- January 2018 · 8 years
- Control person
- Yes
- Direct ownership
- 10% to 25%
- Firm headquarters
- Albany, NY
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Kimberly Mullin work?
Kimberly Mullin has been Secretary Treasurer of Arista Advisory Group, LLC since January 2018, and is a control person of the firm.
How can I verify Kimberly Mullin’s record?
Kimberly Mullin’s role is listed on Arista Advisory Group, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 285722.
