Bryan Chesebrough, financial advisor Stonington CT
83 score

Bryan Chesebrough

CRD Number: 3116105
Current Firm: Infinex Investments, Inc.

Bryan Chesebrough (CRD# 3116105) is an Investment Advisor Representative working at Infinex Investments, Inc. in Stonington, CT and has over 18 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
Bryan P Chesebrough Consulting Firm Stonington, CT Aug 2012 - Current 4
Harvest Capital, LLC Wethersfield, CT Aug 2012 - Nov 2013 1
Harvest Capital Advisors. LLC Wethersfield, CT Aug 2012 - Nov 2013 1
Sound Financial Associates Stonington, CT Apr 2001 - Nov 2013 12
National Planning Corporation Stonington, CT Jan 2008 - Aug 2012 4
Waterstone Financial Group Itasca, IL Dec 2005 - Dec 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Nov 1998
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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Bryan P. Chesebrough
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
83

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