Todd Donaldson Quinn

Employer firm

Arista Wealth Management, LLC CRD 141504

$1.20B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING (INVESTMENT/NON-INVESTMENT)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → 09/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salt Lake City, UT
• 07/2012 → 09/2022
  Bank Of America, N.A.
  Salt Lake City, UT
• 09/2022 → 03/2023
  Axxcess Wealth Management, Llc Dba Maddix Wealth Management
  Lehi, UT
• 03/2023 → 07/2024
  Axxcess Wealth Management, Llc Dba Silverstone Private Wealth
  Draper, UT
• 06/2014 → 09/2022
  Merrill Lynch/ Bank Of America
  Salt Lake City, UT
• 09/2022 → 07/2024
  Axxcess Wealth Management
  Salt Lake City, UT
• 06/2024 → Present
  Arista Wealth Management, Llc
  Draper, UT
• 02/2023 → 03/2023
  Maddix Holdings Llc Dba Maddix Wealth, Llc
  Lehi, UT

Previous Registrations

• 2022-09-23 → 2024-07-22
  Axxcess Wealth Management, Llc
  Lehi, UT
  Carlsbad, CA
  Salt Lake City, UT
  Draper, UT
• 2023-02-27 → 2023-03-29
  Peterson Rogers Private Wealth, Llc
  Salt Lake City, UT
• 2012-08-10 → 2022-09-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salt Lake City, UT
  Las Vegas, NV
• 2007-03-01 → 2008-12-31
  Silverstone Wealth Management, Llc
  Las Vegas, NV
• 2003-05-07 → 2006-07-18
  Banc Of America Investment Services, Inc.
  Las Vegas, NV
  Las Vegas, NV
• 2003-01-27 → 2003-04-24
  Credit Suisse Securities (Usa) Llc
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2012-07-16
• S63 Uniform Securities Agent State Law Examination
  2010-10-22