Matthew
Belfanti
Infinex Investments, Inc
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About this Advisor
Matthew Belfanti is a certified financial planner based in Newport Beach, California with 1 year of relevant experience. Belfanti currently works for Infinex Investments, Inc. Belfanti has gained experience at Beacon Pointe Advisors, Beacon Pointe Insurance Services, LLC, Adviceperiod, LLC, Rsm Us Wealth Management LLC, Choreo, LLC, Infinex Investments, Inc and First Bank Wealth Management. Belfanti holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Infinex Investments, Inc is a financial advisory firm based in Meriden, CT. The firm has offices in 531 locations and a total of 764 financial advisors. It controls $3 billion in assets under management between its 8,831 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 78 charities and foundations. Infinex Investments, Inc provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules typically depend on the type of financial services provided. Fees billed by Infinex Investments, Inc can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Infinex Investments, Inc Brokerage Details
$2,814,653,668
764
8,831
$318,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Matthew Belfanti Work History
Matthew has been registered as a financial advisor for 1 years.*
Infinex Investments, Inc
First Bank Wealth Management
Choreo, LLC
Rsm Us Wealth Management LLC
Adviceperiod, LLC
Beacon Pointe Advisors
Beacon Pointe Insurance Services, LLC
*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 Matthew Belfanti 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 Infinex Investments, Inc
Bronx, NY
Brooklyn, NY
Pittsburgh, PA
New York, NY
Oakville, CT
Springfield, IL
Ellsworth, ME
Grand Ledge, MI
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
