Infinex Investments, Inc

Investment Advisor
in Fort Meyers, FL

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About this Advisor

Michelle Curtis is a financial advisor working in Fort Meyers, Florida, with 1 year of relevant experience. Curtis is an advisor for Infinex Investments, Inc. Their career trajectory has included roles at Lpl Financial, Key Investment Services LLC, Infinex Investments, Inc, United Bank and Merrill Lynch, Pierce, Fenner & Smith Inc. Curtis holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to advise clients in Connecticut and Florida. Infinex Investments, Inc is a firm based in Meriden, CT. The company has offices in 531 locations and a total of 764 employees. It manages $3 billion in assets across its 8,831 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 78 charitable organizations. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fees largely depend on which services the firm provides the client. Fees charged by Infinex Investments, Inc can include any 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

Fort Meyers, FL

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management


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


FL Average: 35
Total Number of Accounts


FL Average: 690
Average Account Size


FL Average: $7,677,358

Investment Advisory Services

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

Michelle Curtis Work History

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

2022 - Present (2 years)

Infinex Investments, Inc

2019 - 2022 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2019 (2 years)

Infinex Investments, Inc

2017 - 2019 (2 years)

United Bank

2016 - 2017 (1 year)

Key Investment Services LLC

2012 - 2016 (4 years)

Lpl Financial

*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.


Please visit the SEC profile of Michelle Curtis 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

Erin Mooney
Pittsburgh, PA
Luke Voigt
Meriden, CT
Jeffrey White
Fletcher, NC
David Davis
Grand Ledge, MI
John Dennis
Kill Devil Hills, NC
Bonnie Parker
Chapel Hill, NC
Amanda Robbins
Ellsworth, ME
Christopher Parks
Springfield, IL

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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