Infinex Investments, Inc

Investment Advisor
in Stroudsburg, PA

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About this Advisor

Julie Clementi is a financial advisor operating out of Stroudsburg, Pennsylvania. Clementi is an advisor for Infinex Investments, Inc. Over the course of their career, they have held roles at Santander Bank, Na, Santander Securities, LLC, Lafayette Ambassador Bank, Torcup Inc, Valley National Investments, Inc, Infinex Investments, Inc and First Keystone Bank. Clementi holds 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 Pennsylvania. Infinex Investments, Inc is a financial advisory firm based in Meriden, CT. The company has offices in 531 locations and a total of 764 people on staff. It controls $3 billion in assets between its 8,831 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 78 charitable organizations. Infinex Investments, Inc offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services largely are based on the type of financial services. However, fee types billed by Infinex Investments, Inc most likely are comprised of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 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

559 Main Street
Stroudsburg, PA 18360

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management


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


PA Average: 35
Total Number of Accounts


PA Average: 690
Average Account Size


PA Average: $7,677,358

Investment Advisory Services

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

Julie Clementi Work History

Julie has been registered as a financial advisor for 0 years.*

2023 - Present (0 year)

Infinex Investments, Inc

2023 - Present (0 year)

First Keystone Bank

2021 - Present (2 years)

Valley National Investments, Inc

2018 - 2021 (3 years)

Santander Securities, LLC

2015 - 2021 (6 years)

Santander Bank, Na

2013 - 2015 (2 years)

Lafayette Ambassador Bank

2012 - 2013 (1 year)

Torcup 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 Julie Clementi 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 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.

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