Peter
Aiello

Infinex Investments, Inc

CRD#7066295
Investment Advisor
in Canton, MA

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About this Advisor

Peter Aiello is a financial advisor operating in Canton, Massachusetts with a total of 1 year of industry experience. Aiello works at Infinex Investments, Inc. The advisor has gained experience at The Bank Of Canton, Pop'S Fine Wines, Luxon Asset Management, Rise Private Wealth Management, Allstate, Nike, Powerplay Hockey, Coldrush Hockey, Saint Anselm College, Trinity Pawling School, Oakton High School and Infinex Investments, Inc. Aiello holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Massachusetts. Infinex Investments, Inc is a financial advisory company based in Meriden, CT. The firm has offices in 531 locations and a total of 764 employees. It administers $3 billion in assets among its 8,831 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 78 charities and foundations. The business performs 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 are based on the type of services provided. However, fees charged by Infinex Investments, Inc most likely include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

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

557 Washington
Canton, MA 02021

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,814,653,668

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

764

MA Average: 35
Total Number of Accounts

8,831

MA Average: 690
Average Account Size

$318,724

MA Average: $7,677,358

Investment Advisory Services

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

Peter Aiello Work History

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

2021 - Present (3 years)

Infinex Investments, Inc

2020 - Present (4 years)

The Bank Of Canton

2020 - 2020 (< 1 year)

Pop'S Fine Wines

2019 - 2019 (< 1 year)

Luxon Asset Management

2019 - 2020 (1 year)

Rise Private Wealth Management

2019 - 2019 (< 1 year)

Rise Private Wealth Management

2018 - 2018 (< 1 year)

Allstate

2017 - 2017 (< 1 year)

Nike

2016 - 2016 (< 1 year)

Powerplay Hockey

2016 - 2016 (< 1 year)

Coldrush Hockey

2016 - 2020 (4 years)

Saint Anselm College

2015 - 2015 (< 1 year)

Powerplay Hockey

2015 - 2015 (< 1 year)

Coldrush Hockey

2014 - 2014 (< 1 year)

Powerplay Hockey

2014 - 2014 (< 1 year)

Coldrush Hockey

2014 - 2016 (2 years)

Trinity Pawling School

2011 - 2014 (3 years)

Oakton High School

*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 Peter Aiello 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

Christopher Wentzell
Florence, SC
Paul Burke
Falmouth, MA
David Davis
Grand Ledge, MI
Courtney Rooze
Fowler, IN
Clayton Benway
Minneapolis, MN
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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