Stephen
Volpe
Infinex Investments, Inc
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About this Advisor
Stephen Volpe is a financial advisor who works out of Warwick, Rhode Island with a total of 1 year of relevant experience. Volpe works at Infinex Investments, Inc. Over the course of their career, they have held roles at Santander Securities LLC, Sovereign Bank, Cuna Brokerage Services, Inc, Cuna Mutual Group, Royal Alliance and Infinex Investments, Inc. Volpe maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Connecticut and Rhode Island. Infinex Investments, Inc is a financial advisory business that has its headquarters in Meriden, CT. The firm has offices in 531 locations and a total of 764 financial advisors. It handles $3 billion in total assets among its 8,831 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 78 charitable organizations. The firm provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fees largely vary depending on the financial services provided. Fees charged by Infinex Investments, Inc most likely 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
Stephen Volpe Work History
Stephen has been registered as a financial advisor for 1 years.*
Infinex Investments, Inc
Royal Alliance
Cuna Brokerage Services, Inc
Cuna Mutual Group
Santander Securities LLC
Sovereign 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 Stephen Volpe 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
New York, NY
Haverhill, MA
Brooklyn, NY
Kent City, MI
New York, NY
Springfield, IL
Ellsworth, ME
Kill Devil Hills, 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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