Wallie
Feliciano

Infinex Investments, Inc

CRD#2429563
Investment Advisor
in Meriden, CT

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About this Advisor

Wallie Feliciano is a financial advisor based out of Meriden, Connecticut with a total of 10 years of relevant experience. Feliciano works at Infinex Investments, Inc. Their career trajectory has included roles at Harvest Capital Advisors, LLC, Harvest Capital, LLC, Feel Fresh Hair Academy, Jet Set Investments, Infinex Investments, Inc, Jet Set, Inc and Insurance Agent Appointed With Various Carriers. Feliciano maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Connecticut. Infinex Investments, Inc is a business that has its headquarters in Meriden, CT. It has offices in 531 locations and a total of 764 employees. It handles $3 billion in assets under management between its 8,831 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 78 charities and foundations. Infinex Investments, Inc performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management typically vary depending on which service is offered. However, fees charged by Infinex Investments, Inc likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 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

14 West Main Street
Meriden, CT 06451

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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

Wallie Feliciano Work History

Wallie has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Infinex Investments, Inc

2000 - Present (24 years)

Jet Set, Inc

1999 - Present (25 years)

Jet Set Investments

2013 - 2013 (< 1 year)

Feel Fresh Hair Academy

2005 - 2013 (8 years)

Harvest Capital Advisors, LLC

2005 - 2013 (8 years)

Harvest Capital, LLC

2005 - 2013 (8 years)

Insurance Agent Appointed With Various Carriers

*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 Wallie Feliciano 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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