Patrick Woodhouse, financial advisor Meriden CT
83 score

Patrick Woodhouse

CRD Number: 5621862
Current Firm: Infinex Investments, Inc.

Patrick Woodhouse (CRD# 5621862) is an Investment Advisor Representative working at Infinex Investments, Inc. in Meriden, CT and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
United Bank Westfield, MA May 2016 - Current < 1
Infinex Investments, Inc. Meriden, CT May 2016 - Current < 1
Lpl Financial LLC East Hartford, CT Oct 2011 - May 2016 4
Webster Investments Bloomfield, CT Nov 2008 - May 2016 7
Uvest Financial Services Group, Inc. Charlotte, NC Feb 2009 - Oct 2011 2
Student Granby, CT Feb 2008 - Nov 2008 < 1
Lyon's Solutions Granby, CT Dec 2007 - Feb 2008 < 1
Cannavo Company Winsted, CT Jun 2007 - Dec 2007 < 1
School Storrs, CT Aug 2006 - Jun 2007 < 1
Stop And Shop Granby, CT Aug 2003 - Aug 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2010
S65 NASAA Investment Advisors Law Examination Mar 2012
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 Patrick W. Woodhouse
Phone Number: 203-599-6000
Registered State(s):
  • CT
  • MA
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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