Angela
Moffat

Infinex Investments, Inc

CRD#5855235
Investment Advisor
in Latrobe, PA

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About this Advisor

Angela Moffat is a financial advisor based out of Latrobe, Pennsylvania, with 1 year of relevant experience. Moffat currently works for Infinex Investments, Inc. The advisor has gained experience at First Niagara Bank, Lpl Financial, Key Investment Services LLC, Keybank, Key Investment Services, LLC, Infinex Investments, Inc, First Commonwealth Bank and 1St Summit Financial Partners. Moffat has Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to operate in Pennsylvania. Infinex Investments, Inc is a company that has its headquarters in Meriden, CT. It has offices in 531 locations and a total of 764 employees. It administers $3 billion in total assets between its 8,831 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to 78 charities and foundations. Infinex Investments, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fees usually depend on which services are provided. However, fee types charged by Infinex Investments, Inc most likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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

332 Unity Plaza
Latrobe, PA 15650

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,814,653,668

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

764

PA Average: 35
Total Number of Accounts

8,831

PA Average: 690
Average Account Size

$318,724

PA Average: $7,677,358

Investment Advisory Services

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

Angela Moffat Work History

Angela has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

1St Summit Financial Partners

2018 - Present (6 years)

Infinex Investments, Inc

2018 - 2021 (3 years)

First Commonwealth Bank

2016 - 2016 (< 1 year)

Key Investment Services LLC

2016 - 2016 (< 1 year)

Keybank

2016 - 2018 (2 years)

Key Investment Services, LLC

2016 - 2018 (2 years)

Keybank

2010 - 2016 (6 years)

First Niagara Bank

2010 - 2016 (6 years)

Lpl Financial

*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 Angela Moffat 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

John Dennis
Kill Devil Hills, NC
Dean Prozzoly
Pittsburgh, PA
David Davis
Grand Ledge, MI
Erin Mooney
Pittsburgh, PA
Bonnie Parker
Chapel Hill, 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 profile-compliance@smartasset.com.

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