Infiniti Wealth Management
Answer a few questions and
get matched with an advisor.
About this Advisor
James Lubin is a financial advisor based out of Brewster, New York with a total of 2 years of relevant experience. Lubin currently works for Infiniti Wealth Management. Throughout their career, they have worked at Cboe, Beacon Hill Private Wealth Management, Infiniti Wealth Management and Lehman Brothers Inc. Lubin holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in New York. Infiniti Wealth Management is a registered investment firm that has its headquarters in Brewster, NY. It controls $126 million in assets among its 542 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 542 client accounts, just 13% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm has a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules typically vary depending on the type of services provided. Fees billed by Infiniti Wealth Management can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
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.
Infiniti Wealth Management Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Lubin Work History
James has been registered as a financial advisor for 2 years.*
Beacon Hill Private Wealth Management
Infiniti Wealth Management
Lehman Brothers 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.
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
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 email@example.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.