Anthony
Henry

Infinex Investments, Inc

CRD#3006425
Investment Advisor
in New York, NY
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About this Advisor

Anthony Henry is a certified financial planner operating in New York, New York, who has been in the industry for 16 years. Henry is on the advisory team at Infinex Investments, Inc. Over the course of their career, they have held roles at Popular Community Bank (Banco Popular, Na (Nj)), Lpl Financial Corporation and Infinex Investments, Inc. Henry holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey. Infinex Investments, Inc is a business that has its headquarters in New York, New York. The investment advisory business has offices in 461 locations and a total of 850 financial advisors. It controls $1 billion in assets under management among its 5,615 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm provides financial advice to 51 charitable organizations. Of its 5,615 accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in assets. Infinex Investments, Inc performs 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 usually vary depending on which services the firm provides the client. However, fees billed by Infinex Investments, Inc likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Certified Financial Planner

Years of Experience

16 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

Disclosures

Yes

Office Location

875 3Rd Avenue
New York, NY 10022

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$1,063,393,659

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

850

NY Average: 35
Total Number of Accounts

5,615

NY Average: 690
Average Account Size

$189,384

NY Average: $7,677,358

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Investment Advisory Services

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

Anthony Henry Work History

Anthony has 16 years of experience.

2016 - Present (3 years)

Infinex Investments, Inc

2008 - 2010 (2 years)

Lpl Financial Corporation

2002 - Present (17 years)

Popular Community Bank (Banco Popular, Na (Nj))

Disclosures

Anthony Henry has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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