Robert
Kusiak

Infinex Investments, Inc

CRD#4855734
Investment Advisor
in Meriden, CT

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About this Advisor

Robert Kusiak is a financial advisor working in Meriden, Connecticut with 18 years of relevant experience. Kusiak is an employee of Infinex Investments, Inc. Over the course of their career, they have held roles at Infinex Investments, Inc and Oti Marketing. Kusiak holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Connecticut. Infinex Investments, Inc is a financial advisory company based out of Meriden, CT. The investment advisory business has offices in 531 locations and a total of 764 employees. It administers $3 billion in total assets among its 8,831 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 78 charities and foundations. Infinex Investments, Inc provides 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 are based on the type of services offered. Fees billed by Infinex Investments, Inc may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

18 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

538 Preston Avenue
Meriden, CT 06450-4858

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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

Robert Kusiak Work History

Robert has been registered as a financial advisor for 18 years.*

2011 - Present (13 years)

Oti Marketing

2004 - Present (20 years)

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 Robert Kusiak 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

Bonnie Parker
Chapel Hill, NC
Luke Voigt
Meriden, CT
David Davis
Grand Ledge, MI
Peter Klarides
New York, NY
Dean Prozzoly
Pittsburgh, PA
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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