Patrick
Woodhouse

Infinex Investments, Inc

CRD#5621862
Investment Advisor
in Meriden, CT

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About this Advisor

Patrick Woodhouse is a financial advisor who works in Meriden, Connecticut with a total of 7 years of industry experience. Woodhouse is currently employed by Infinex Investments, Inc. During their career, Woodhouse has held roles at Lpl Financial LLC, Infinex Investments, Inc, United Bank, Ion Bank and Webster Investments. Woodhouse has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Connecticut and Massachusetts. Infinex Investments, Inc is a business operating out of Meriden, CT. The firm has offices in 531 locations and a total of 764 people on staff. It administers $3 billion in total assets across its 8,831 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 78 charitable organizations. The firm offers a broad set 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 are based on which services are offered. However, fee types charged by Infinex Investments, Inc most likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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

1336 East Main Street
Meriden, CT 06450

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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

Patrick Woodhouse Work History

Patrick has been registered as a financial advisor for 7 years.*

2019 - Present (5 years)

Ion Bank

2016 - Present (8 years)

Infinex Investments, Inc

2016 - 2019 (3 years)

United Bank

2011 - 2016 (5 years)

Lpl Financial LLC

2008 - 2016 (8 years)

Webster Investments

*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 Patrick Woodhouse 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

Jermaine Matthews
Bronx, NY
Andranik Hayotsyan
New York, NY
John Dennis
Kill Devil Hills, NC
John Sudresianu
New York, NY
Christopher Parks
Springfield, IL
Amanda Robbins
Ellsworth, ME
Jeffrey White
Fletcher, NC

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.

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