Todd Donaldson Quinn
Investment adviser representative at Arista Wealth Management, LLC
14 yearsExperience
2 statesRegistered in
$1.2BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Arista Wealth Management, LLCJun 2024 to now
- Axxcess Wealth Management, LLC dba Silverstone Private WealthMar 2023 to Jul 2024
- Maddix Holdings LLC dba Maddix Wealth, LLCFeb 2023 to Mar 2023
- Axxcess Wealth ManagementSep 2022 to Jul 2024
- Axxcess Wealth Management, LLC dba Maddix Wealth ManagementSep 2022 to Mar 2023
- Merrill Lynch/ Bank of AmericaJun 2014 to Sep 2022
- Bank of America, N.A.Jul 2012 to Sep 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2012 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Arista Wealth Management, LLC
$1.2BAssets managed
530Clients
11Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4254170
- Firm CRD
- 141504