Robert FradetteCRD Number: 1814975
Current Firm: Infinex Investments, Inc.
Robert Fradette (CRD# 1814975) is an Investment Advisor Representative working at Infinex Investments, Inc. in Mystic, CT and has over 25 years of experience in the finance industry.
Lansdowne Wealth Management, LLC
Balanced Wealth Management, LLC
First Financial Advisory Services Inc.
|Infinex Investments, Inc.||Hartford, CT||Jun 2000 - Current||17|
|Chelsea Groton Financial Services, Inc./chelsea Groton Savings B||Norwich, CT||Jun 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1992|
|S65||NASAA Investment Advisors Law Examination||Oct 1998|
Total Assets Under Management580MILLIONS
Total Number of Accounts2,901ACCOUNTS
Average Account Value$199,891
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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