Erin Mooney, financial advisor Homestead PA
65 score

Erin Mooney

CRD Number: 6177372
Current Firm: Infinex Investments, Inc.

Erin Mooney (CRD# 6177372) is an Investment Advisor Representative working at Infinex Investments, Inc. in Homestead, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
First Commonwealth Bank Homestead, PA Oct 2017 - Current < 1
Infinex Investments, Inc. Meriden, CT Oct 2017 - Current < 1
Monte Cellos Cranberry Twp, PA Nov 2014 - Current 3
First National Bank Of Pa Monroeville, PA Jan 2015 - Sep 2017 2
Cetera Investment Services LLC St. Cloud, MN Jan 2015 - Sep 2017 2
Cetera Investment Advisers LLC Monroeville, PA Jan 2015 - Sep 2017 2
Unemployed Cranberry Twp, PA Sep 2014 - Nov 2014 < 1
Pnc Investments Gibsonia, PA Mar 2013 - Sep 2014 1
Pnc Bank Gibsonia, PA Aug 2012 - Mar 2013 < 1
Pnc Bank Cranberry Twp, PA Jan 2012 - Aug 2012 < 1
Pnc Bank Cranberry Twp, PA May 2011 - Jan 2012 < 1
Monte Cello's Of Cranberry Cranberry Twp, PA Sep 2006 - May 2011 4
Student Pittsburgh, PA Aug 2002 - May 2011 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Erin M. Mooney
Phone Number: 203-599-6000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    850
    MILLIONS
  • Total Number of Accounts
    4,472
    ACCOUNTS
  • Average Account Value
    $190,032
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, VI, VT, WA, WI, WV

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BADGES
65

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