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).

By the Numbers
  • Total Assets Under Management
    580
    MILLION
  • 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
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, 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

Financial Advisors at Infinex Investments, Inc.
Showing 1 - 10 of 442 top financial advisors.
1
William M. Bartin
CRD#: 1922891
125 Canal Street, Salem, MA 01970
96
Wealthminder
score

William Bartin (CRD# 1922891) is an Investment Advisor Representative working at Infinex Investments, Inc. in Salem, MA and has over 27 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.

2
Steven J. Carlson
CRD#: 3263340
3380 Northdale Blvd Nw, Coon Rapids, MN 55448
96
Wealthminder
score

Steven Carlson (CRD# 3263340) is an Investment Advisor Representative working at Infinex Investments, Inc. in Coon Rapids, MN and has over 10 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.

3
Suzanne M. Colaluca
CRD#: 5047818
333 Church Street, Naugatuck, CT 06770
96
Wealthminder
score

Suzanne Colaluca (CRD# 5047818) is an Investment Advisor Representative working at Infinex Investments, Inc. in Naugatuck, CT and has over 10 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.

4
John R. Crane
CRD#: 2992265
200 Mcgregor Street, Manchester, NH 03102
96
Wealthminder
score

John Crane (CRD# 2992265) is an Investment Advisor Representative working at Infinex Investments, Inc. in Manchester, NH and has over 18 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.

5
John P. Dennis
CRD#: 1534424
202 S. Croatan Hwy, Kill Devil Hills, NC 27948
96
Wealthminder
score

John Dennis (CRD# 1534424) is an Investment Advisor Representative working at Infinex Investments, Inc. in Kill Devil Hills, NC and has over 29 years of experience in the finance industry.

6
Matthew T. Fallaw
CRD#: 4290428
Coldwater, MI
96
Wealthminder
score

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.

7
Anthony G. Forlini
CRD#: 1390523
538 Preston Avenue, Meriden, CT 06450
96
Wealthminder
score

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.

8
Jennifer A. Harney-Read
CRD#: 4330546
Longwood, 1016 Beacon Street, Brookline, MA 02446
96
Wealthminder
score

Jennifer Harney-Read (CRD# 4330546) is an Investment Advisor Representative working at Infinex Investments, Inc. in Brookline, MA and has over 15 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.

9
Garry C. Helyer
CRD#: 807670
538 Preston Avenue, Meriden, CT 06450
96
Wealthminder
score

Garry Helyer (CRD# 807670) is an Investment Advisor Representative working at Infinex Investments, Inc. in Meriden, CT and has over 33 years of experience in the finance industry.

10
Joseph J. Howe
CRD#: 3119419
351 S 7th St, Akron, PA 17501
96
Wealthminder
score

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.

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