Robert
Montag
Infinex Investments, Inc
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About this Advisor
Robert Montag is a financial advisor operating in Blairsville, Pennsylvania with 8 years of industry experience. Montag works at Infinex Investments, Inc. Throughout their career, they have worked at First Commonwealth, Essex National Securities and Infinex Investments, Inc. Montag has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Pennsylvania. Infinex Investments, Inc is a registered investment company based in Meriden, CT. The investment advisory business has offices in 531 locations and a total of 764 people on staff. It handles $3 billion in assets across its 8,831 accounts, placing it among the largest firms in the United States by assets under management. The firm serves 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. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fee types billed by Infinex Investments, Inc may include 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 Montag Work History
Robert has been registered as a financial advisor for 8 years.*
Infinex Investments, Inc
First Commonwealth
Essex National Securities
*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 Montag 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
Meriden, CT
Bronx, NY
New York, NY
Chapel Hill, NC
Naugatuck, CT
Springfield, IL
Ellsworth, ME
Grand Ledge, MI
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