Stephan
Scribner
Infinex Investments, Inc
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About this Advisor
Stephan Scribner is a certified financial planner who works in Ballston Spa, New York with a total of 2 years of industry experience. Scribner is an employee of Infinex Investments, Inc. The advisor has gained experience at Ballston Spa National Bank and Infinex Investments, Inc. Scribner holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in New York. Infinex Investments, Inc is a business based out of Meriden, CT. The investment advisory business has offices in 531 locations and a total of 764 people on staff. It has $3 billion in total assets between its 8,831 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to 78 charities and foundations. The company offers 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 advice usually vary depending on which service is offered. Fee types charged by Infinex Investments, Inc likely are comprised of any 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
Stephan Scribner Work History
Stephan has been registered as a financial advisor for 2 years.*
Infinex Investments, Inc
Ballston Spa National Bank
*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 Stephan Scribner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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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.
