Eric
Ackerman
Infinex Investments, Inc
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About this Advisor
Eric Ackerman is a financial advisor working in New York, New York with 1 year of industry experience. Ackerman is currently employed by Infinex Investments, Inc. During their career, the advisor has held roles at Olympia Asset Management, LTD, Four Points Capital Partners, Citigroup, Popular Bank and Infinex Investments, Inc. Ackerman has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to advise clients in New York. Infinex Investments, Inc is a company operating out of Meriden, CT. It has offices in 531 locations and a total of 764 employees. It has $3 billion in assets between its 8,831 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 78 charities and foundations. 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 for financial management largely are based on the type of financial services provided. Fee types charged by Infinex Investments, Inc most likely consist of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Infinex Investments, Inc Brokerage Details
$2,814,653,668
764
8,831
$318,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Eric Ackerman Work History
Eric has been registered as a financial advisor for 1 years.*
Popular Bank
Infinex Investments, Inc
Citigroup
Four Points Capital Partners
Olympia Asset Management, LTD
*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 Eric Ackerman 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
Waltham, MA
Pittsburgh, PA
Pittsburgh, PA
Fletcher, NC
Chapel Hill, NC
Springfield, IL
Ellsworth, ME
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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