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LB

Lisa M. Bacon-soiberg

ARISTA WEALTH MANAGEMENT
LAS VEGAS, NV 89148
Some features on this profile are disabled
CRD#: 2259124
LB
Lisa Mary Bacon-soibergARISTA WEALTH MANAGEMENT

Professional summary

Lisa Mary Bacon-soiberg, who also goes by Lisa Maryjoe Bacon, Lisa M. Bacon-soiberg, Lisa Maryjoe Bacon-soiberg, Lisa Maryjoe Baconsoiberg, is a registered financial advisor currently at ARISTA WEALTH MANAGEMENT, LLC located in Las Vegas, Nevada.

Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Lisa has worked at 5 firms and has passed the Series 63, SIE, Series 31, Series 7 and Series 9 exams.

At a Glance

Always Fiduciary

Aliases

Lisa Maryjoe Bacon | Lisa M. Bacon-Soiberg | Lisa Maryjoe Bacon-Soiberg | Lisa Maryjoe Baconsoiberg

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Mary Bacon-soiberg's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 14, 2019 - Present

ARISTA WEALTH MANAGEMENT, LLC

Office #1: 8876 Spanish Ridge Avenue Suite 202, Las Vegas, NV 89148
RIA
CRD#: 141504
LAS VEGAS, NV
Past

February 15, 2013 - August 18, 2017

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
LAS VEGAS, NV
Past

February 15, 2013 - August 18, 2017

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
LAS VEGAS, NV
Past

June 28, 2011 - March 1, 2013

MORGAN STANLEY

RIA
CRD#: 149777
HENDERSON, NV
Past

June 1, 2009 - March 1, 2013

MORGAN STANLEY

BD
CRD#: 149777
HENDERSON, NV
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
LAS VEGAS, NV
Past

November 15, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
LAS VEGAS, NV
Past

July 22, 1996 - October 11, 2005

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

February 15, 1996 - June 4, 1996

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ARISTA WEALTH MANAGEMENT, LLC
ARISTA WEALTH MANAGEMENT, LLC | CB WEALTH MANAGEMENT

CRD#: 141504 / SEC#: 801-78190

RIA
Registered Investment Advisory firm - (6/13/2013 Approved)
Arizona
Registered Investment Advisory firm - (3/7/2014 Terminated)
Nevada
Registered Investment Advisory firm - (4/16/2014 Terminated)
Texas
Registered Investment Advisory firm - (12/7/2012 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Nevada
(3/14/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 5/20/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/18/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 6/30/2012
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 2/12/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 3/20/2009
General Securities Sales Supervisor - Options Module Examination

Current Firm

AW
ARISTA WEALTH MANAGEMENT, LLC
ARISTA WEALTH MANAGEMENT, LLC | CB WEALTH MANAGEMENT

CRD#: 141504 / SEC#: 801-78190

RIA
Registered Investment Advisory firm - (6/13/2013 Approved)
Arizona
Registered Investment Advisory firm - (3/7/2014 Terminated)
Nevada
Registered Investment Advisory firm - (4/16/2014 Terminated)
Texas
Registered Investment Advisory firm - (12/7/2012 Terminated)
Loading...

Contact information

Main Address
8876 Spanish Ridge Avenue Suite 202, Las Vegas, NV 89148
Mailing Address
Phone number
(702) 309-9970
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/3/2026)

Regulatory assets under management

Total Number of Accounts1,883
AUM (Assets Under Management)$ 1,028,543,710

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ARISTA WEALTH MANAGEMENT, LLC

CRD#: 141504Las Vegas, NV 89148

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