Renata Schindler, financial advisor Braintree MA

Renata Schindler

CRD Number: 6553298
Current Firm: Infinex Investments, Inc.

Renata Schindler (CRD# 6553298) is an Investment Advisor Representative working at Infinex Investments, Inc. in Braintree, MA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Feb 2020 - Current 1
Envision Bank Braintree, MA Mar 2018 - Current 3
Citizens Bank West Roxbury, MA Sep 2014 - Mar 2018 3
Bank Of America Hollywood, FL Aug 2013 - Aug 2014 1
Citizens Bank Norwood, MA Mar 2011 - May 2013 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2016
S63 Uniform Securities State Law Examination Nov 2015
Contact Info for Renata I. Schindler
Phone Number: 203-599-6000
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    2,547
    MILLIONS
  • Total Number of Accounts
    8,349
    ACCOUNTS
  • Average Account Value
    $305,076
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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