Robert
Gallert
Infinex Investments, Inc
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About this Advisor
Robert Gallert is a financial advisor operating in High Point, North Carolina with a total of 9 years of industry experience. Gallert is on the advisory team at Infinex Investments, Inc. Over the course of their career, they have held roles at Patrick Capital Markets, LLC, Community Capital Advisors and Infinex Investments, Inc. Gallert has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. Infinex Investments, Inc is an advisory business operating out of Meriden, CT. The company has offices in 531 locations and a total of 764 financial advisors. It administers $3 billion in assets across its 8,831 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 78 charities and foundations. Infinex Investments, Inc has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules are based on which services the firm provides the client. However, fee types billed by Infinex Investments, Inc can consist 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
Robert Gallert Work History
Robert has been registered as a financial advisor for 9 years.*
Infinex Investments, Inc
Patrick Capital Markets, LLC
Community Capital Advisors
*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 Robert Gallert 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
Pittsburgh, PA
New York, NY
Kill Devil Hills, NC
Chapel Hill, NC
Meriden, CT
Springfield, IL
Ellsworth, ME
Waltham, MA
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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