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DH

David M. Hatter

Some features on this profile are disabled
CRD#: 2767678
DH

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Michael Hatter, AIF®, who also goes by Dave Hatter, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1996. David had worked at 11 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Dave Hatter

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.
1. 3/30/2017 - Arista Properties II, LLC - Investment Related - Home Based & Big Sky, MT - Real Estate Rental - Start 04/01/2017 - 0 Hours Per Month - Vacation Rental Property. 2. 5/3/2018 - Arista Advisory Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started: 03/12/2018 - 10 Hours Per Month/2 Hours During Securities Trading - I provide financial planning and consulting services through Arista Advisory Group, an independent investment advisor firm. I started this business activity in 03/2018. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 3. 11/14/2018 - Arista Consulting Group Holdings - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Started 11/12/2018 - 1 Hour Per Month/0 Hours During Securities Trading. 4. 11/14/2018 - Arista Consulting Group - Investment Related - At Reported Business Location(s) - Third Party Administrator (TPA) - Started 05/01/2016 - 10 Hours Per Month/1 Hour During Securities Trading - President - 10 Hours Per Month/0 Hours During Securities Trading. 5. 11/14/2018 - Arista Aviation, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Started 10/04/2018 - 1 Hour Per Month/0 Hours During Securities Trading. 6. 11/14/2018 - Arista Consulting Group - Investment Related - At Reported Business Location(s) - Insurance Agency - President - Started 08/01/2005 - 20 Hours Per Month/1 Hour During Securities Trading. 7. 6/16/2021 - Arista Advisory Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR and Owner - Started 03/12/2018 - 10 Hours Per Month/2 Hours During Securities Trading - Time Spent 10% - I provide investment advisory services through Arista Advisory Group, LLC, an independent investment advisor firm. I started this business activity in 06/2021. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8. 6/22/2021 - Arista Advisory Group, LLC - DBA: (HYBRID) Arista Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR and OWNER - Started 03/19/2021 - 10 Hours Per Month During Securities Trading - Time Spent 8% - I provide investment advisory services through Arista Advisory Group, LLC, an independent investment advisor firm. I started this business activity in 06/2021. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Past

June 24, 2021 - July 11, 2025

ARISTA CONSULTING GROUP

RIA
CRD#: 292330
SAUTEE NACOOCHEE, GA
Past

January 14, 2015 - May 16, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
INLET BEACH, FL
Past

September 11, 2014 - December 7, 2015

GLOBAL RETIREMENT PARTNERS LLC

RIA
CRD#: 172011
ALPARETTA, GA
Past

December 2, 2013 - May 16, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
INLET BEACH, FL
Past

April 15, 2011 - November 27, 2013

FINANCIAL TELESIS INC

RIA
CRD#: 31012
ALPHARETTA, GA
Past

June 3, 2009 - December 23, 2011

INVEST-N-U, LLC

RIA
CRD#: 146799
ALPHARETTA, GA
Past

September 1, 2005 - December 31, 2008

HATTER GROUP LLC

RIA
CRD#: 136920
CUMMING, GA
Past

August 3, 2005 - December 23, 2011

ARISTA INVESTMENT ADVISORS, LLC

RIA
CRD#: 136920
ALPHARETTA, GA
Past

December 17, 2003 - June 30, 2005

CAPFINANCIAL SECURITIES, LLC.

RIA
CRD#: 126291
ATLANTA, GA
Past

October 16, 2003 - June 30, 2005

CAPFINANCIAL SECURITIES, LLC.

BD
CRD#: 126291
RALEIGH, NC
Past

July 2, 2002 - July 31, 2003

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

September 27, 2000 - July 19, 2001

WESTPORT FINANCIAL SERVICES, L.L.C.

BD
CRD#: 38449
JACKSONVILLE, FL
Past

August 7, 1998 - August 25, 2000

ONE ORCHARD EQUITIES, INC.

BD
CRD#: 42124
GREENWOOD VILLAGE, CO
Past

January 3, 1997 - April 22, 1998

ONE ORCHARD EQUITIES, INC.

BD
CRD#: 42124
GREENWOOD VILLAGE, CO
Past

September 17, 1996 - January 3, 1997

THE GREAT-WEST LIFE ASSURANCE COMPANY

BD
CRD#: 5927
ENGLEWOOD, CO

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 1/31/2015
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/16/2003
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/14/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/12/1996
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AC
ARISTA CONSULTING GROUP
ARISTA ADVISORY GROUP, LLC | ARISTA CONSULTING GROUP

CRD#: 292330 / SEC#:

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Contact information

Main Address
Sautee Nacoochee, GA
Mailing Address
Dpt # 37053 2500 Dallas Highway Suite 202, Marietta, GA 30064
Phone number
(678) 533-6040
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

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 CONSULTING GROUP

CRD#: 292330

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