Brian Marois, financial advisor South Windsor CT

Brian Marois

CRD Number: 6017912
Current Firm: Osaic Institutions, Inc.
Compensation Model: Both

Are you searching for a financial advisor that will partner with you throughout life's many obstacles? My name is Brian Marois, and I seek to provide you with solid, professional advice on ways to work toward a your financial goals. Life is dynamic, and your financial plans should be too. I take an active role in educating clients while delivering professional wealth management, and executing comprehensive financial plans. Please connect if you would like to meet or learn more.

 

Brian Marois, AAMS® is a financial advisor that specializes in financial planning and investment portfolio design. Brian has earned an Accredited Asset Management Specialist, AAMS® designation from The College for Financial Planning. He is a current member of the CFA Institute, successfully completing the CFA Level 1 exam in December, 2018. 


Brian is Vice President of Ion Bank. 

He is also an elected official, holding a Board of Director (town council) position for The Town of Manchester. He is very active in his home town of Manchester, contributing time to many business and charitable events.

Brian Marois (CRD# 6017912) is an Investment Advisor Representative working at Infinex Financial Group in Manchester, CT and has over 8 years of experience in the finance industry.

CONTACT
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Advice And Planning Services
Company Name Location Dates Years
Ion Bank Manchester, CT Dec 2019 - Current 4
Infinex Investments, Inc. Meriden, CT Dec 2019 - Current 4
Key Investment Services LLC Manchester, CT May 2017 - Dec 2019 2
Infinex Investments, Inc. Meriden, CT Feb 2016 - May 2017 1
United Bank Ellington, CT Jan 2016 - May 2017 1
Lpl Financial LLC Coventry, CT Apr 2014 - Jan 2016 1
First Niagara Bank Coventry, CT Apr 2014 - Jan 2016 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S66 NASAA Uniform Combined State Law Examination Feb 2017
Contact Info for Brian K. Marois
By the Numbers
  • Total Assets Under Management
    2,815
    MILLIONS
  • Total Number of Accounts
    8,831
    ACCOUNTS
  • Average Account Value
    $318,724
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
The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Ion Investments is a trade name of Ion Bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

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