Peter Crabtree, financial advisor Mundelein IL
66 score

Peter Crabtree

CRD Number: 6167414
Current Firm: Infinex Investments, Inc.

Peter Crabtree (CRD# 6167414) is an Investment Advisor Representative working at Infinex Investments, Inc. in Mundelein, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Aug 2014 - Current 2
Money Concepts Capital Corp Palm Beach Gardens, FL Mar 2013 - Aug 2014 1
The Tranel Financial Group Libertyville, IL Feb 2013 - Aug 2014 1
Victoria Group Inc. Schiller Park, Il, IL May 2012 - Jan 2013 < 1
Amcraft Construction Hoffman Estates, IL Apr 2008 - May 2012 4
Windsor Management Schiller Park, Il, IL Aug 2001 - Apr 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
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:
  • Financial Issue
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Peter M. Crabtree
Phone Number: 203-599-6000
Registered State(s):
  • IL
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
66

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