Brian
Marois

Infinex Investments, Inc

CRD#6017912
Investment Advisor
in South Windsor, CT

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About this Advisor

Brian Marois is a financial advisor who works out of South Windsor, Connecticut, who has 4 years of industry experience. Marois currently works for Infinex Investments, Inc. Over the course of their career, Marois has held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Lpl Financial LLC, Valenti Cadillac, First Niagara Bank, Infinex Investments, Inc, United Bank, Key Investment Services LLC and Ion Bank. Marois has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to operate in Connecticut. Infinex Investments, Inc is a financial advisory firm operating out of Meriden, CT. The company has offices in 531 locations and a total of 764 advisors. It controls $3 billion in assets under management across its 8,831 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 78 charitable organizations. Infinex Investments, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules vary depending on the type of financial services. Fees billed by Infinex Investments, Inc likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1751 Ellington Rd
South Windsor, CT 06074

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,814,653,668

CT Average: $5,297,377,271
Total Number of Employees

764

CT Average: 35
Total Number of Accounts

8,831

CT Average: 690
Average Account Size

$318,724

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Brian Marois Work History

Brian has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Ion Bank

2019 - Present (5 years)

Infinex Investments, Inc

2017 - 2019 (2 years)

Key Investment Services LLC

2016 - 2017 (1 year)

Infinex Investments, Inc

2016 - 2017 (1 year)

United Bank

2014 - 2016 (2 years)

Lpl Financial LLC

2014 - 2014 (< 1 year)

Valenti Cadillac

2014 - 2016 (2 years)

First Niagara Bank

2012 - 2014 (2 years)

Northwestern Mutual Life Insurance Company

2012 - 2014 (2 years)

Northwestern Mutual Investment 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 Brian Marois 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

Dean Prozzoly
Pittsburgh, PA
John Sudresianu
New York, NY
John Dennis
Kill Devil Hills, NC
Bonnie Parker
Chapel Hill, NC
Jermaine Matthews
Bronx, NY
Christopher Parks
Springfield, IL
Amanda Robbins
Ellsworth, ME
Angelo Piccolo
Naugatuck, CT

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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