Robert
Carroll

Infinex Investments, Inc

CRD#1470313
Investment Advisor
in Barre, MA

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About this Advisor

Robert Carroll is a financial advisor working in Barre, Massachusetts with a total of 7 years of industry experience. Carroll is on the advisory team at Infinex Investments, Inc. Over the course of their career, Carroll has held roles at Society For Savings and Infinex Investments, Inc. Carroll has Series 63 and Series 66 licenses, certifying them as a securities agent, and can operate in Connecticut and New York. Infinex Investments, Inc is an advisory business operating out of Meriden, CT. The company has offices in 531 locations and a total of 764 employees. It administers $3 billion in assets under management between its 8,831 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 78 charities and foundations. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules typically vary depending on which services the firm provides the client. Fees charged by Infinex Investments, Inc can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 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

56 Common Street
Barre, MA 01005

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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

Robert Carroll Work History

Robert has been registered as a financial advisor for 7 years.*

1995 - Present (29 years)

Infinex Investments, Inc

1987 - Present (37 years)

Society For Savings

*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 Carroll 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

Dean Prozzoly
Pittsburgh, PA
Jermaine Matthews
Bronx, NY
Peter Klarides
New York, NY
Bonnie Parker
Chapel Hill, NC
Luke Voigt
Meriden, CT
Christopher Parks
Springfield, IL
Amanda Robbins
Ellsworth, ME
David Davis
Grand Ledge, MI

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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