Infinex Investments, Inc

Investment Advisor
in Waltham, MA

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About this Advisor

Zenaida Buenaventura-Orduna is a financial advisor operating in Waltham, Massachusetts, with 5 years of industry experience. Buenaventura-Orduna is an advisor for Infinex Investments, Inc. During their career, Buenaventura-Orduna has held roles at Santander Bank, Santander Securities, LLC, Morgan Stanley, Morgan Stanley Private Bank, National Association, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, East Cambridge Savings Bank and Infinex Investments Inc. Buenaventura-Orduna holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Massachusetts. Infinex Investments, Inc is a firm based out of Meriden, CT. The investment advisory business has offices in 531 locations and a total of 764 advisors. It manages $3 billion in assets under management among its 8,831 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 78 charitable organizations. The advisory firm offers a number of services, such as 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 the type of services provided. Fees charged by Infinex Investments, Inc most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

860 Lexington Street
Waltham, MA 02452

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management


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


MA Average: 35
Total Number of Accounts


MA Average: 690
Average Account Size


MA Average: $7,677,358

Investment Advisory Services

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

Zenaida Buenaventura-Orduna Work History

Zenaida has been registered as a financial advisor for 5 years.*

2018 - Present (5 years)

East Cambridge Savings Bank

2018 - Present (5 years)

Infinex Investments Inc

2016 - 2018 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2018 (2 years)

Bank Of America, N.A

2015 - 2016 (1 year)

Morgan Stanley Private Bank, National Association

2014 - 2016 (2 years)

Morgan Stanley

2013 - 2014 (1 year)

Santander Bank

2013 - 2014 (1 year)

Santander Securities, LLC

*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 Zenaida Buenaventura-Orduna 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

John Dennis
Kill Devil Hills, NC
Dean Prozzoly
Pittsburgh, PA
Peter Klarides
New York, NY
Erin Mooney
Pittsburgh, PA
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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