James
Lubin
Infiniti Wealth Management
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About this Advisor
James Lubin is a financial advisor based in Brewster, New York, working with Infiniti Wealth Management. James has previously held positions at Cboe, Beacon Hill Private Wealth Management, Infiniti Wealth Management, and Lehman Brothers Inc. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, James is part of Infiniti Wealth Management, which operates out of Brewster, New York. The firm has 5 employees and manages assets totaling $141.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Infiniti Wealth Management includes asset-based, hourly, and fixed fees.
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Infiniti Wealth Management Brokerage Details
$141,322,649
5
547
$258,360
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Lubin Work History
Beacon Hill Private Wealth Management
Infiniti Wealth Management
Lehman Brothers Inc
Cboe
Disclosures
Please visit the SEC profile of James Lubin 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 Infiniti Wealth Management
Brewster, NY
Brewster, NY
Brewster, NY
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