Aaron
Stasulis
Infinity Financial Services Advisory
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About this Advisor
Aaron Stasulis is a financial advisor who works out of Oakland, California with 3 years of relevant experience. Stasulis works at Infinity Financial Services Advisory. Throughout their career, they have worked at Infinity Securities, Inc, Infinity Financial Services Advisory, Masterman Agency and United Planners' Financial Services. Stasulis holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Maine. Infinity Financial Services Advisory is an advisory company operating out of Oakland, CA. The company has offices in 31 locations and a total of 36 financial advisors. It administers $118 million in total assets across its 722 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 722 accounts, just 3% belong to high-net-worth clients who have greater than $1 million in investable assets. Infinity Financial Services Advisory has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually are based on which service is offered. However, fee types charged by Infinity Financial Services Advisory likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Infinity Financial Services Advisory Brokerage Details
$118,129,861
36
722
$163,615
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Aaron Stasulis Work History
Aaron has been registered as a financial advisor for 3 years.*
Infinity Financial Services Advisory
Infinity Securities, Inc
Masterman Agency
United Planners' Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aaron Stasulis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Infinity Financial Services Advisory
Oakland, CA
La Mesa, CA
Alhambra, CA
Oakland, CA
Nashville, TN
Oakland, CA
Arlington, VA
Oakland, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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