Daniel
Seghi
Infinex Investments, Inc
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About this Advisor
Daniel Seghi is a financial advisor operating out of Belleville, Illinois. Seghi works at Infinex Investments, Inc. Over the course of their career, Seghi has held roles at Morgan Stanley, Capital One Financial Advisors, Citi Personal Wealth Management, First Horizon Advisors, Merrill Lynch, Pierce, Fenner & Smith Inc, Infinex Investments, Inc, First Bank and Iberia Bank. Seghi holds Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois. Infinex Investments, Inc is a financial advisory firm headquartered in Meriden, CT. The investment advisory business has offices in 531 locations and a total of 764 financial advisors. It controls $3 billion in assets under management among its 8,831 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 78 charitable organizations. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors depend on the services. However, fee types billed by Infinex Investments, Inc likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Infinex Investments, Inc Brokerage Details
$2,814,653,668
764
8,831
$318,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Daniel Seghi Work History
Daniel has been registered as a financial advisor for 0 years.*
Infinex Investments, Inc
First Bank
Merrill Lynch, Pierce, Fenner & Smith Inc
First Horizon Advisors
Iberia Bank
Infinex Investments, Inc
Citi Personal Wealth Management
Morgan Stanley
Capital One Financial Advisors
*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 Daniel Seghi 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
Fowler, IN
Fletcher, NC
Grand Ledge, MI
New York, NY
South Windsor, CT
Springfield, IL
Ellsworth, ME
Butler, PA
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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