Edward
Pittman

Infinex Investments, Inc

CRD#1366712
Investment Advisor
in White Stone, VA

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About this Advisor

Edward Pittman is a financial advisor based out of White Stone, Virginia with 15 years of industry experience. Pittman is currently employed by Infinex Investments, Inc. Throughout their career, Pittman has worked at Bi Investments, LLC, Bank Of Lancaster, Infinex Investments, Inc and Virginia Asset Group. Pittman maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Virginia. Infinex Investments, Inc is an advisory business operating out of Meriden, CT. It has offices in 531 locations and a total of 764 people on staff. It oversees $3 billion in assets between its 8,831 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 78 charitable organizations. Infinex Investments, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules depend on the type of services provided. However, fees billed by Infinex Investments, Inc likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

15 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

645 Rappahannock Drive
White Stone, VA 22578

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,814,653,668

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

764

VA Average: 35
Total Number of Accounts

8,831

VA Average: 690
Average Account Size

$318,724

VA Average: $7,677,358

Investment Advisory Services

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

Edward Pittman Work History

Edward has been registered as a financial advisor for 15 years.*

2021 - Present (3 years)

Virginia Asset Group

2008 - Present (16 years)

Infinex Investments, Inc

2003 - 2021 (18 years)

Bi Investments, LLC

2003 - 2021 (18 years)

Bank Of Lancaster

*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 Edward Pittman 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
Clara Laurent
Wauchula, FL
Peter Klarides
New York, NY
Christopher Wentzell
Florence, SC
Clayton Benway
Minneapolis, MN
Amanda Robbins
Ellsworth, ME
Jeffrey White
Fletcher, 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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