Claim Profile
MY

Mark C Yanarella

INFINEX INVESTMENTS, INC.·MERIDEN, Connecticut
Unclaimed Profile
538 PRESTON AVENUE, MERIDEN, CT 06450-4858CRD# 3065541Firm CRD# 35371
01

About

Mark C Yanarella is a registered financial advisor based in MERIDEN, Connecticut, affiliated with INFINEX INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
OSAIC INSTITUTIONS, INC.
OSAIC INSTITUTIONS, INC.
AUM
$3.6B
Regulatory assets under management
Employees
722
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3065541
Firm CRD# 35371
9 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MERIDEN?

Browse all registered financial advisors in MERIDEN, Connecticut or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Mark C Yanarella offer?
Mark C Yanarella specializes in Financial Planning, Investment Management. Contact their office in MERIDEN, Connecticut for a consultation.
What are Mark C Yanarella's credentials?
Mark C Yanarella is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark C Yanarella located?
Mark C Yanarella is based in MERIDEN, Connecticut, working with INFINEX INVESTMENTS, INC.. Their office serves clients in the MERIDEN metropolitan area and surrounding communities.
How does Mark C Yanarella charge for services?
Mark C Yanarella's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INFINEX INVESTMENTS, INC.?
INFINEX INVESTMENTS, INC. has approximately 722 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty