Infiniti Wealth Management

Infiniti Wealth Management (CRD# 127216) is a financial advisory firm headquartered in Brewster, NY. They manage $94,563,623 in 472 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    472
    ACCOUNTS
  • Average Account Value
    $200,347
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CT, FL, NH, NJ, NY, TX

Financial Advisors at Infiniti Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Michael A. Durante
CRD#: 1751450
3 Starr Ridge Road, Suite 103, Brewster, NY 10509
96
Wealthminder
score

Michael Durante (CRD# 1751450) is an Investment Advisor Representative working at Infiniti Wealth Management in Brewster, NY and has over 21 years of experience in the finance industry. Michael Durante 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
George J. Waters
CRD#: 1344273
3 Starr Ridge Road, Suite 103, Brewster, NY 10509
96
Wealthminder
score

George Waters (CRD# 1344273) is an Investment Advisor Representative working at Infiniti Wealth Management in Brewster, NY and has over 18 years of experience in the finance industry. George Waters 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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