Infinex Investments, Inc.
Infinex Investments, Inc. (CRD# 35371) is a financial advisory firm headquartered in Meriden, CT. They manage $579,884,910 in 2,901 accounts and serve the financial needs of clients across 48 states (or territories).
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Total Assets Under Management580MILLION
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Total Number of Accounts2,901ACCOUNTS
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Average Account Value$199,891
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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
William Bartin (CRD# 1922891) is an Investment Advisor Representative working at Infinex Investments, Inc. in Salem, MA and has over 28 years of experience in the finance industry. William Bartin 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.
Steven Carlson (CRD# 3263340) is an Investment Advisor Representative working at Infinex Investments, Inc. in Coon Rapids, MN and has over 11 years of experience in the finance industry. Steven Carlson 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.
Suzanne Colaluca (CRD# 5047818) is an Investment Advisor Representative working at Infinex Investments, Inc. in Naugatuck, CT and has over 11 years of experience in the finance industry. Suzanne Colaluca 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.
John Crane (CRD# 2992265) is an Investment Advisor Representative working at Infinex Investments, Inc. in Manchester, NH and has over 19 years of experience in the finance industry. John Crane 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.
John Dennis (CRD# 1534424) is an Investment Advisor Representative working at Infinex Investments, Inc. in Kill Devil Hills, NC and has over 30 years of experience in the finance industry.
Matthew Fallaw (CRD# 4290428) is an Investment Advisor Representative working at Infinex Investments, Inc. in Coldwater, MI and has over 9 years of experience in the finance industry. Matthew Fallaw 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.
Anthony Forlini (CRD# 1390523) is an Investment Advisor Representative working at Infinex Investments, Inc. in Meriden, CT and has over 31 years of experience in the finance industry. Anthony Forlini 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.
Jennifer Harney-Read (CRD# 4330546) is an Investment Advisor Representative working at Infinex Investments, Inc. in Brookline, MA and has over 16 years of experience in the finance industry. Jennifer Harney-Read 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.
Garry Helyer (CRD# 807670) is an Investment Advisor Representative working at Infinex Investments, Inc. in Meriden, CT and has over 34 years of experience in the finance industry.
Joseph Howe (CRD# 3119419) is an Investment Advisor Representative working at Infinex Investments, Inc. in Akron, PA and has over 18 years of experience in the finance industry. Joseph Howe 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.