Suzanne Colaluca, financial advisor Meriden CT

Suzanne Colaluca

CRD Number: 5047818
Current Firm: Infinex Investments, Inc.

Suzanne Colaluca (CRD# 5047818) is an Investment Advisor Representative working at Infinex Investments, Inc. in Meriden, CT and has over 15 years of experience in the finance industry. Suzanne Colaluca 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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Advice And Planning Services
Professional Designations
Company Name Location Dates Years
Infinex Investments, Inc. Norwich, CT Oct 2005 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2005
Contact Info for Suzanne M. Colaluca
Phone Number: 203-599-6000
Registered State(s):
  • CT
  • FL
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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