Bob
Azarieh

Infinex Investments, Inc

CRD#2821745
Investment Advisor
in Plainview, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Bob Azarieh is a financial advisor who works in Plainview, New York with a total of 5 years of relevant experience. Azarieh is on the advisory team at Infinex Investments, Inc. Over the course of their career, they have held roles at Cape Securities Inc, Ridgewood Savings Bank, Arive Capital Markets, Hsbc Bank Usa N.A, Hsbc Securities Inc and Infinex Investments, Inc. Azarieh maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to advise clients in New Jersey and New York. Infinex Investments, Inc is a registered investment business that has its headquarters in Meriden, CT. The investment advisory business has offices in 531 locations and a total of 764 financial advisors. It handles $3 billion in assets across its 8,831 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 78 charitable organizations. The business offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fees largely vary depending on the services provided. However, fees charged by Infinex Investments, Inc can be comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, 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

1125 Old Country Road
Plainview, NY 11803

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,814,653,668

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

764

NY Average: 35
Total Number of Accounts

8,831

NY Average: 690
Average Account Size

$318,724

NY Average: $7,677,358

Investment Advisory Services

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

Bob Azarieh Work History

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

2018 - Present (6 years)

Ridgewood Savings Bank

2018 - Present (6 years)

Infinex Investments, Inc

2017 - 2018 (1 year)

Hsbc Bank Usa N.A

2017 - 2018 (1 year)

Hsbc Securities Inc

2016 - 2017 (1 year)

Arive Capital Markets

2010 - 2016 (6 years)

Cape Securities Inc

*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 Bob Azarieh 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
Andranik Hayotsyan
New York, NY
Erin Mooney
Pittsburgh, PA
Jeffrey White
Fletcher, NC
Dean Prozzoly
Pittsburgh, PA
John Mousel
Kent City, MI
Amanda Robbins
Ellsworth, ME
Christopher Parks
Springfield, IL

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started