Shannon
Spisak
Infinex Investments, Inc
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About this Advisor
Shannon Spisak is a financial advisor operating in Greensburg, Pennsylvania with 8 years of relevant experience. Spisak is an employee of Infinex Investments, Inc. Spisak has gained experience at Infinex Investments Inc and First Commonwealth. Spisak holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Pennsylvania. Infinex Investments, Inc is a financial advisory firm that has its headquarters in Meriden, CT. The firm has offices in 531 locations and a total of 764 people on staff. It handles $3 billion in assets between its 8,831 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 78 charities and foundations. Infinex Investments, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees billed by Infinex Investments, Inc likely consist of some blend of 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
Shannon Spisak Work History
Shannon has been registered as a financial advisor for 8 years.*
Infinex Investments Inc
First Commonwealth
*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 Shannon Spisak 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
Bronx, NY
Brooklyn, NY
Pittsburgh, PA
Meriden, CT
New York, NY
Springfield, IL
Ellsworth, ME
Kill Devil Hills, NC
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