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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Kelly Ennis

Kelly Ennis

INFINITY FINANCIAL STRATEGIES
North Granby, CT
Some features on this profile are disabled
CRD#: 5475150
Kelly Ennis

Professional summary

Kelly Ennis, CFP®, ChFC®, CLU®, who also goes by Kelly Ann Greene, is a registered financial advisor currently at INFINITY FINANCIAL STRATEGIES, LLC located in North Granby, Connecticut.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kelly has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kelly Ann Greene

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Ennis's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2016

ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Experience

Current

January 26, 2018 - Present

INFINITY FINANCIAL STRATEGIES, LLC

RIA
CRD#: 291644
North Granby, CT
Past

April 29, 2015 - December 21, 2017

U.S. FINANCIAL ADVISORS

RIA
CRD#: 108763
AVON, CT
Past

April 1, 2015 - December 26, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
AVON, CT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Connecticut
(1/26/2018)
IAR
Massachusetts
(6/27/2024)
IAR
New York
(8/9/2023)
IAR
Texas
(7/30/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/9/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/26/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/1/2015
General Securities Representative Examination

Current Firm

IF
INFINITY FINANCIAL STRATEGIES, LLC
INFINITY FINANCIAL STRATEGIES, LLC

CRD#: 291644 / SEC#:

Connecticut
Registered Investment Advisory firm - (1/26/2018 Approved)
Massachusetts
Registered Investment Advisory firm - (6/27/2024 Approved)
New York
Registered Investment Advisory firm - (8/9/2023 Approved)
Texas
Registered Investment Advisory firm - (7/29/2020 Conditional Restricted)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
North Granby, CT
Mailing Address
Po Box 214, Granby, CT 06035
Phone number
(860) 264-5831
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts46
AUM (Assets Under Management)$ 36,763,697

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INFINITY FINANCIAL STRATEGIES, LLC

CRD#: 291644North Granby, CT

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