Christopher Tomaskovic, financial advisor Poughkeepsie NY

Christopher Tomaskovic

CRD Number: 5091325
Current Firm: Infinex Investments, Inc.

Christopher Tomaskovic (CRD# 5091325) is an Investment Advisor Representative working at Infinex Investments, Inc. in Poughkeepsie, NY and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Jan 2017 - Current 5
Rhinebeck Bank Wappingers Falls, NY Jan 2017 - Current 5
Wells Fargo Clearing Services, LLC Carmel, NY Nov 2016 - Jan 2017 < 1
Wells Fargo Bank Na Carmel, NY Nov 2014 - Jan 2017 2
Wells Fargo Advisors, LLC Carmel, NY Nov 2014 - Nov 2016 2
Lpl Financial Mt Kisco, NY Mar 2014 - Nov 2014 < 1
First Niagara Bank Kisco, NY Mar 2014 - Nov 2014 < 1
Citigroup Global Markets Somers, NY Apr 2012 - Mar 2014 1
Hsbc Securities New York, NY Nov 2005 - Apr 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2006
S65 NASAA Investment Advisors Law Examination Dec 2017
Contact Info for Christopher J. Tomaskovic
Phone Number: 203-599-6000
Registered State(s):
  • CT
  • NY
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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