Brunilda
Mistretta

Infinex Investments, Inc

CRD#4311431
Investment Advisor
in Ocala, FL

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About this Advisor

Brunilda Mistretta is a financial advisor who works out of Ocala, Florida with 1 year of relevant experience. Mistretta works at Infinex Investments, Inc. Their career trajectory has included roles at Invest Financial Corporation, Community Bank & Trust, Infinex Investments, Inc, Royal Alliance Associates, Inc and Sensible Financial Solutions. Mistretta holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to work in Florida. Infinex Investments, Inc is a financial advisory company that has its headquarters in Meriden, CT. It has offices in 531 locations and a total of 764 advisors. It handles $3 billion in total assets across its 8,831 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 78 charities and foundations. Infinex Investments, Inc performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fees charged by Infinex Investments, Inc most likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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

2215 Fort King St., Suite B
Ocala, FL 34471

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,814,653,668

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

764

FL Average: 35
Total Number of Accounts

8,831

FL Average: 690
Average Account Size

$318,724

FL Average: $7,677,358

Investment Advisory Services

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

Brunilda Mistretta Work History

Brunilda has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Infinex Investments, Inc

2022 - Present (2 years)

Sensible Financial Solutions

2020 - 2022 (2 years)

Royal Alliance Associates, Inc

2017 - 2020 (3 years)

Infinex Investments, Inc

2007 - 2017 (10 years)

Invest Financial Corporation

2006 - 2020 (14 years)

Community Bank & Trust

*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 Brunilda Mistretta 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
Jermaine Matthews
Bronx, NY
Peter Klarides
New York, NY
Jeffrey White
Fletcher, NC
Luke Voigt
Meriden, CT
Christopher Parks
Springfield, IL
Amanda Robbins
Ellsworth, ME

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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