Nicole Hallisey, financial advisor North Windham CT
88 score

Nicole Hallisey

CRD Number: 6267122
Current Firm: Infinex Investments, Inc.

Nicole Hallisey (CRD# 6267122) is an Investment Advisor Representative working at Infinex Investments, Inc. in North Windham, CT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Nov 2013 - Current 3
Savings Institute Williamtic, CT Jul 2012 - Current 4
Bny Mellon Boston, MA Jul 2010 - Jul 2012 2
Bny Mellon Everett, MA Jun 2008 - Jul 2010 2
Bentley University Waltham, MA Aug 2004 - May 2008 3
Prestige Properties Watertown, MA Jan 2008 - Apr 2008 < 1
Ptc Needham, MA Aug 2007 - Dec 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Nicole C. Hallisey
Phone Number: 203-599-6000
Registered State(s):
  • CT
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
88
Clean Record
This advisor has a clean track record with regulators.

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