Claudio Mastroianni, financial advisor Albany NY

Claudio Mastroianni

CRD Number: 1811177
Current Firm: Infinex Investments, Inc.

Claudio Mastroianni (CRD# 1811177) is an Investment Advisor Representative working at Infinex Investments, Inc. in Albany, NY and has over 34 years of experience in the finance industry. Claudio Mastroianni has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Jul 2021 - Current 1
Bank Of Greene County Albany, NY Jul 2021 - Current 1
Citizens Securities, Inc. Slingerlands, NY Feb 2016 - Jul 2021 5
M&t Securities Schenectady, NY Oct 2015 - Feb 2016 < 1
Valic Latham, NY Sep 2015 - Oct 2015 < 1
M&t Securitis, Inc. Troy, NY May 2011 - Sep 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1988
S65 NASAA Investment Advisors Law Examination Oct 2004
Contact Info for Claudio M. Mastroianni
Phone Number: 203-599-6000
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    2,835
    MILLIONS
  • Total Number of Accounts
    9,010
    ACCOUNTS
  • Average Account Value
    $314,620
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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