Nicholas
Poulos
Infinex Investments, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Nicholas Poulos is a chartered financial consultant who works out of Clearfield, Pennsylvania with 1 year of industry experience. Poulos is an employee of Infinex Investments, Inc. The advisor has gained experience at Cbt Bank, Sorrento Pacific Financial, LLC, Cetera Investment Advisers LLC, Riverview Bank, Cetera Investment Services LLC, Infinex Investments, Inc and Mid Penn Bank. Poulos has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania and Texas. Infinex Investments, Inc is a financial advisory company based out of Meriden, CT. The firm has offices in 531 locations and a total of 764 advisors. It oversees $3 billion in assets under management among its 8,831 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 78 charitable organizations. Infinex Investments, Inc provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types billed by Infinex Investments, Inc most likely consist of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Nicholas Poulos Work History
Nicholas has been registered as a financial advisor for 1 years.*
Infinex Investments, Inc
Mid Penn Bank
Cetera Investment Advisers LLC
Riverview Bank
Cetera Investment Services LLC
Sorrento Pacific Financial, LLC
Cbt 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 Nicholas Poulos 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
Bronx, NY
Pittsburgh, PA
Kill Devil Hills, NC
Meriden, CT
Springfield, IL
Ellsworth, ME
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
