Infinex Investments, Inc

Investment Advisor
in Clarksville, TN

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About this Advisor

Susan Peyret is a financial advisor working in Clarksville, Tennessee with 5 years of industry experience. Peyret is an employee of Infinex Investments, Inc. The advisor has gained experience at Amplify Financial, Lpl Financial LLC, Cuso Financial Services, Lp, Fortera Credit Union and Infinex Investments, Inc. Peyret holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to serve investors in Kentucky, Tennessee and Texas. Infinex Investments, Inc is a registered investment business based in Meriden, CT. It has offices in 531 locations and a total of 764 advisors. It handles $3 billion in assets under management between its 8,831 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 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 usually depend on the type of financial services offered. However, fees billed by Infinex Investments, Inc likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 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

2050 Lowe'S Drive
Clarksville, TN 37040

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management


TN Average: $5,297,377,271
Total Number of Employees


TN Average: 35
Total Number of Accounts


TN Average: 690
Average Account Size


TN Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Susan Peyret Work History

Susan has been registered as a financial advisor for 5 years.*

2018 - Present (5 years)

Infinex Investments, Inc

2017 - Present (6 years)

Fortera Credit Union

2013 - 2017 (4 years)

Amplify Financial

2013 - 2013 (< 1 year)

Lpl Financial LLC

2013 - 2018 (5 years)

Cuso Financial Services, Lp

*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.


Please visit the SEC profile of Susan Peyret 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

John Dennis
Kill Devil Hills, NC
Dean Prozzoly
Pittsburgh, PA
Peter Klarides
New York, NY
Erin Mooney
Pittsburgh, PA
Christopher Parks
Springfield, IL
Amanda Robbins
Ellsworth, ME
David Davis
Grand Ledge, MI

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

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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.

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