Clay
Bell
Infinex Investments, Inc
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About this Advisor
Clay Bell is a financial advisor based out of Meriden, Connecticut with a total of 12 years of relevant experience. Bell currently works for Infinex Investments, Inc. Throughout their career, they have worked at Northfield Savings Bank and Infinex Investments, Inc. Bell has Series 63 and Series 66 licenses, qualifying them as a securities broker, and can serve investors in Vermont. Infinex Investments, Inc is a firm headquartered in Meriden, CT. The firm has offices in 531 locations and a total of 764 financial advisors. It manages $3 billion in assets under management across its 8,831 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 78 charitable organizations. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors largely vary depending on which services are provided. Fees billed by Infinex Investments, Inc most likely are comprised of some blend 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
Clay Bell Work History
Clay has been registered as a financial advisor for 12 years.*
Northfield Savings Bank
Infinex Investments, Inc
*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 Clay Bell 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
Meriden, CT
New York, NY
Pittsburgh, PA
Fletcher, NC
Bronx, NY
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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