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Tony A. Tolene

INFINITY FINANCIAL SERVICES ADVISORY
Harrisburg, PA 17102
Some features on this profile are disabled
CRD#: 5730068
TT

Professional summary

Tony Alan Tolene is a registered financial advisor currently at INFINITY FINANCIAL SERVICES ADVISORY located in Harrisburg, Pennsylvania.

Tony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Tony has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Golden Crown Home Care, Not Investment Related, 2601 N. Front St. Ste 103, Harrisburg, PA 17110, the nature of the other business: Elderly Home Care, Owner, July 2024, 10h/ weekly, none during trading hours, duties relating to the other business: Overseeing the care of my mother and hiring the correct person to care for her.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tony Alan Tolene's CRS (Customer Relationship Summary).
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®
None

Experience

Current

May 1, 2020 - Present

INFINITY FINANCIAL SERVICES ADVISORY

Office #1: 2601 N. Front St. Suite 102, Harrisburg, PA 17102
RIA
CRD#: 304981
Harrisburg, PA
Past

October 19, 2016 - December 31, 2020

INFINITY FINANCIAL SERVICES

RIA
CRD#: 144302
Harrisburg, PA
Past

October 19, 2016 - June 27, 2025

INFINITY FINANCIAL SERVICES

BD
CRD#: 144302
Harrisburg, PA
Past

December 18, 2013 - October 25, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
MECHANICSBURG, PA
Past

December 18, 2013 - October 25, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
MECHANICSBURG, PA
Past

September 13, 2012 - December 19, 2013

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
ENOLA, PA
Past

September 13, 2012 - January 14, 2014

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
ENOLA, PA
Past

May 8, 2012 - September 5, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
NEW YORK, NY
Past

October 5, 2011 - September 5, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
NEW YORK, NY
Past

January 1, 2010 - September 9, 2011

DAVID LERNER ASSOCIATES, INC.

BD
CRD#: 5397
TEANECK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
INFINITY FINANCIAL SERVICES ADVISORY
FERRIER FINANCIAL | TRI VALLEY WEALTH MANAGEMENT | STERLING FIRST FINANCIAL | SMITH FINANCIAL GROUP | SILVERLIGHT FINANCIAL | SAOR FINANCIAL | PROVIDENCE FINANCIAL MANAGEMENT | ONELINK FINANCIAL SERVICES | MYZ FINANCIAL | MEDINA PRIVATE WEALTH | LOVELL WEALTH MANAGEMENT | LGC FINANCIAL | JONES CAPITAL MANAGEMENT | INFINITY FINANCIAL SERVICES ADVISORY | HOLADAY FINANCIAL | GUIDANCE FINANCIAL | GILBERT GREG RIA, LLC

CRD#: 304981 / SEC#: 801-117719

RIA
Registered Investment Advisory firm - (12/5/2019 Approved)

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
Pennsylvania
(5/1/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/4/2012
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/14/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/24/2009
General Securities Representative Examination

Current Firm

IF
INFINITY FINANCIAL SERVICES ADVISORY
FERRIER FINANCIAL | TRI VALLEY WEALTH MANAGEMENT | STERLING FIRST FINANCIAL | SMITH FINANCIAL GROUP | SILVERLIGHT FINANCIAL | SAOR FINANCIAL | PROVIDENCE FINANCIAL MANAGEMENT | ONELINK FINANCIAL SERVICES | MYZ FINANCIAL | MEDINA PRIVATE WEALTH | LOVELL WEALTH MANAGEMENT | LGC FINANCIAL | JONES CAPITAL MANAGEMENT | INFINITY FINANCIAL SERVICES ADVISORY | HOLADAY FINANCIAL | GUIDANCE FINANCIAL | GILBERT GREG RIA, LLC

CRD#: 304981 / SEC#: 801-117719

RIA
Registered Investment Advisory firm - (12/5/2019 Approved)
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Contact information

Main Address
212 9th Street Suite 202, Oakland, CA 94607
Mailing Address
Phone number
(510) 588-8000
Established
Firm type
Fiscal year end
# of Employees
36

SEC notice filing (45 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/28/2025)
ADV 2A APPENDIX WRAP BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts918
AUM (Assets Under Management)$ 150,097,662

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 SERVICES ADVISORY

CRD#: 304981Harrisburg, PA 17102

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