Felipe Martinez, financial advisor Garden City Park NY
83 score

Felipe Martinez

CRD Number: 5409745
Current Firm: Infinex Investments, Inc.

Felipe Martinez (CRD# 5409745) is an Investment Advisor Representative working at Infinex Investments, Inc. in Garden City Park, NY and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Jul 2016 - Current < 1
Ridgewood Savings Bank Garden City Park, NY Jul 2016 - Current < 1
Bank Of America, N.a. New York, NY Sep 2011 - Jul 2016 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Apr 2011 - Jul 2016 5
Chase Investment Services New York, NY May 2009 - Apr 2011 1
Edward Jones St Louis, MO Aug 2008 - May 2009 < 1
Unemployeed New York, NY Feb 2008 - Aug 2008 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Jul 2007 - Feb 2008 < 1
Universidad De La Sabana Bogota, Jul 2003 - Jul 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Felipe Martinez
Phone Number: 203-599-6000
Registered State(s):
By the Numbers
  • Total Assets Under Management
    580
    MILLIONS
  • Total Number of Accounts
    2,901
    ACCOUNTS
  • Average Account Value
    $199,891
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, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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