Robert
Ramsay

Infinex Investments, Inc

CRD#3224847
Investment Advisor
in Fort Myers, FL

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About this Advisor

Robert Ramsay is a financial advisor who works in Fort Myers, Florida who has 9 years of relevant experience. Ramsay is currently employed by Infinex Investments, Inc. Throughout their career, they have worked at Harris Investment Management Inc, Bmo Harris Financial Advisors, Inc, Finemark National Bank &Trust and Infinex Investments, Inc. Ramsay maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida. Infinex Investments, Inc is a registered investment business that has its headquarters in Meriden, CT. The firm has offices in 531 locations and a total of 764 financial advisors. It manages $3 billion in total assets among its 8,831 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 78 charities and foundations. Infinex Investments, Inc has 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 depend on which services are offered. Fees billed by Infinex Investments, Inc most likely are comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

9 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

8695 College Parkway
Fort Myers, FL 33919

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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

Robert Ramsay Work History

Robert has been registered as a financial advisor for 9 years.*

2013 - Present (11 years)

Finemark National Bank &Trust

2013 - Present (11 years)

Infinex Investments, Inc

2012 - 2013 (1 year)

Bmo Harris Financial Advisors, Inc

2011 - 2013 (2 years)

Harris Investment Management 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 Ramsay 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
Bonnie Parker
Chapel Hill, NC
David Davis
Grand Ledge, MI
Jeffrey White
Fletcher, NC
Peter Klarides
New York, NY
Christopher Parks
Springfield, IL
Amanda Robbins
Ellsworth, ME
Angelo Piccolo
Naugatuck, CT

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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