Infinex Investments, Inc

Investment Advisor
in New York, NY

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About this Advisor

Peter Klarides is a financial advisor working out of New York, New York with a total of 3 years of industry experience. Klarides is an employee of Infinex Investments, Inc. During their career, the advisor has held roles at Hsbc Securities (Usa) Inc, Hsbc Bank Usa, N.A, Infinex Investments, Inc and Popular Bank. Klarides maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to operate in New Jersey and New York. Infinex Investments, Inc is an advisory business based in Meriden, CT. The investment advisory business has offices in 531 locations and a total of 764 people on staff. It administers $3 billion in assets across its 8,831 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 78 charitable organizations. Infinex Investments, Inc has a wide set 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 are based on which services the firm provides the client. However, fee types billed by Infinex Investments, Inc most likely consist of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 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

85 Broad Street 10Th Floo
New York, NY 10004

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management


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


NY Average: 35
Total Number of Accounts


NY Average: 690
Average Account Size


NY Average: $7,677,358

Investment Advisory Services

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

Peter Klarides Work History

Peter has been registered as a financial advisor for 3 years.*

2020 - Present (3 years)

Infinex Investments, Inc

2020 - Present (3 years)

Popular Bank

2016 - 2020 (4 years)

Hsbc Bank Usa, N.A

2013 - 2013 (< 1 year)

Hsbc Securities (Usa) Inc

2013 - 2020 (7 years)

Hsbc Securities (Usa) 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 Peter Klarides 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

Erin Mooney
Pittsburgh, PA
Peter Klarides
New York, NY
David Davis
Grand Ledge, MI
Jeffrey White
Fletcher, NC
Christopher Parks
Springfield, IL
Amanda Robbins
Ellsworth, ME
Angelo Piccolo
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

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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.

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