Infinex Investments, Inc.

Infinex Investments, Inc. (CRD# 35371) is a financial advisory firm headquartered in Meriden, CT. They manage $2,834,724,156 in 9,010 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,835
    MILLION
  • Total Number of Accounts
    9,010
    ACCOUNTS
  • Average Account Value
    $314,620
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Infinex Investments, Inc.
Showing 1 - 10 of 484 top financial advisors.
1
Tracy N. Adams
CRD#: 4412486
1030 W Norton Ave., Muskegon, MI 49441

Tracy Adams (CRD# 4412486) is an Investment Advisor Representative working at Infinex Investments, Inc. in Muskegon, MI and has over 12 years of experience in the finance industry.

2
Guy N. Adamson
CRD#: 1097237
200 Johnson Creek Dr, Chester, VA 23836

Guy Adamson (CRD# 1097237) is an Investment Advisor Representative working at Infinex Investments, Inc. in Chester, VA and has over 40 years of experience in the finance industry.

3
Dexter K. Albrecht
CRD#: 6433662
2300 S. Columbia Rd, Grand Forks, ND 58201

Dexter Albrecht (CRD# 6433662) is an Investment Advisor Representative working at Infinex Investments, Inc. in Grand Forks, ND and has over 7 years of experience in the finance industry.

4
Vita Allan
CRD#: 6094218
8695 College Parkway, Fort Myers, FL 33919

Vita Allan (CRD# 6094218) is an Investment Advisor Representative working at Infinex Investments, Inc. in Fort Myers, FL and has over 10 years of experience in the finance industry.

5
Brian J. Allsop
CRD#: 2027636
259 Turnpike St, Canton, MA 02021

Brian Allsop (CRD# 2027636) is an Investment Advisor Representative working at Infinex Investments, Inc. in Canton, MA and has over 32 years of experience in the finance industry.

6
Barry P. Almond
CRD#: 2856576
645 Rappahannock Drive, White Stone, VA 22578

Barry Almond (CRD# 2856576) is an Investment Advisor Representative working at Infinex Investments, Inc. in White Stone, VA and has over 25 years of experience in the finance industry.

7
David Anderson
CRD#: 6546058
910 W. Main Street, Boonville, IN 47601

David Anderson (CRD# 6546058) is an Investment Advisor Representative working at Infinex Investments, Inc. in Chandler, IN, Newburgh, IN, Boonville, IN, Lynnville, IN and Evansville, IN and has over 3 years of experience in the finance industry.

8
Julie T. Anderson
CRD#: 2413121
5151 Corporate Drive, Troy, MI 48098

Julie Anderson (CRD# 2413121) is an Investment Advisor Representative working at Infinex Investments, Inc. in Troy, MI and has over 29 years of experience in the finance industry.

9
Adrian A. Andreotta
CRD#: 5965605
West Hartford, CT

Adrian Andreotta (CRD# 5965605) is an Investment Advisor Representative working at Infinex Investments, Inc. in West Hartford, CT and has over 11 years of experience in the finance industry. Adrian Andreotta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Jason M. Apruzzese
CRD#: 5218589
1751 Ellington Rd, South Windsor, CT 06074

Jason Apruzzese (CRD# 5218589) is an Investment Advisor Representative working at Infinex Investments, Inc. in South Windsor, CT and has over 16 years of experience in the finance industry.

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