Isaac Seigel, financial advisor Ware MA
93 score

Isaac Seigel

CRD Number: 4546884
Current Firm: Infinex Investments, Inc.

Isaac Seigel (CRD# 4546884) is an Investment Advisor Representative working at Infinex Investments, Inc. in Ware, MA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Monson, MA Mar 2007 - Current 9
Monson Savings Bank Monson, MA Mar 2007 - Current 9
Linsco / Private Ledger Waltham, MA Jun 2006 - Mar 2007 < 1
Linsco / Private Ledger5 Waltham, MA Jun 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2002
Contact Info for Isaac S. Seigel
Phone Number: 203-599-6000
Registered State(s):
  • CT
  • MA
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
93
Clean Record
This advisor has a clean track record with regulators.

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