Alyson Zibell, financial advisor Watertown CT
89 score

Alyson Zibell

CRD Number: 5984729
Current Firm: Infinex Investments, Inc.

Alyson Zibell (CRD# 5984729) is an Investment Advisor Representative working at Infinex Investments, Inc. in Watertown, CT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Thomaston, CT Sep 2011 - Current 5
Thomaston Savings Bank Thomaston, CT Feb 2008 - Current 8
Juran Institute Southbury, CT Jul 2007 - Dec 2007 < 1
3w & The Blue Bar Litchfield, CT Aug 2006 - Jul 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Alyson R. Zibell
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
89
Clean Record
This advisor has a clean track record with regulators.

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