Michael
Dreveniak

Infinex Investments, Inc

CRD#5224285
Investment Advisor
in Butler, PA

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About this Advisor

Michael Dreveniak is a financial advisor operating in Butler, Pennsylvania, with a total of 8 years of relevant experience. Dreveniak works at Infinex Investments, Inc. Throughout their career, they have worked at First Commonwealth Bank, Essex National Securities, LLC and Infinex Investments, Inc. Dreveniak holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Infinex Investments, Inc is an advisory company that has its headquarters in Meriden, CT. It has offices in 531 locations and a total of 764 people on staff. It manages $3 billion in assets among its 8,831 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises 78 charitable organizations. Infinex Investments, Inc performs 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 are based on which services the firm provides the client. However, fees billed by Infinex Investments, Inc likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

8 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

520 Butler Crossing
Butler, PA 16001

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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

Michael Dreveniak Work History

Michael has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Infinex Investments, Inc

2009 - Present (15 years)

First Commonwealth Bank

2010 - 2015 (5 years)

Essex National Securities, LLC

*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 Michael Dreveniak 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

Bonnie Parker
Chapel Hill, NC
Brett Rand
Brooklyn, NY
Erin Mooney
Pittsburgh, PA
John Dennis
Kill Devil Hills, NC
Luke Voigt
Meriden, CT
Christopher Parks
Springfield, IL
Amanda Robbins
Ellsworth, ME
Jeffrey White
Fletcher, NC

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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