AdFi
VA

VANDERBILT ADVISORY SERVICES

SEC Registered

Grow. Preserve. Give. A strategy for every stage of wealth.

WOODBURY, NYhttps://infiniteinvestmentstrategies.com631-845-5100
Assets Under Management
$1B–$5B
Employees
161
Office Locations
43 offices
Total Accounts
6470

About the firm

Infinite Investment Strategies is an asset advisory firm dedicated to delivering a personalized advisory experience tailored for individuals and families. Their mission is to provide personalized attention and care, empowering clients to build a legacy that will endure for generations.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit Sharing

Areas of expertise

Asset AdvisoryInvestment StrategiesRetirement PlanningWealth ManagementFinancial PlanningLegacy Building

Services

Asset advisory and investment strategies, including personalized financial advice, retirement planning, and account setup for clients and their families

Who they serve

Individuals and families

Client segmentClientsAssets managed
Individuals (Non-HNW)5,804$1.1B
High Net Worth Individuals395$939M
Charitable Organizations243$62M
State/Municipal Entities8

64 total clients reported on Form ADV.

Leadership

Stephen Alfred Distante
CEO
Barry Alan Champney
CCO
Richard Burt Feinberg
FINOP

Office locations

43 offices in 21 states
NY
WOODBURYHQ
CT
FAIRFIELD
PA
SALTSBURG
FL
SAINT Augustine,
AR
ROGERS
NY
LONG ISLAND CITY
NY
PATCHOGUE
IN
NEWBURGH
CT
CHESHIRE
MA
NORTH READING
IA
FAIRFIELD
MN
MINNEAPOLIS
CA
SAN LEANDRO
NJ
METUCHEN
FL
NEW PORT RICHEY
IL
LOMBARD
HI
HONOLULU
OR
PORTLAND
IA
WEST DES MOINES
NY
FAYETTEVILLE
VT
WELLS
CT
WESTPORT
VA
ROCKVILLE
NJ
TOTOWA
NY
WARWICK
NJ
BRIDGEWATER
FL
TIERRA VERDE
CA
ELK GROVE
WA
TWISP
OH
DUBLIN
NJ
FREEHOLD
CO
ARVADA
CA
SAN JOSE
FL
FRUITLAND PARK
NV
HENDERSON
PA
YARDLEY
MD
WESTMINSTER
NY
ELMIRA
CA
CALABASAS
NY
CARLE PLACE
OH
Columbus,
NY
ROCHESTER
IN
INDIANAPOLIS

Advisors at this firm

Showing 100 of 163

Laura Ann Adams
Investment Adviser Representative
Dual-registered
William T Adamski Jr.
Investment Adviser Representative
Dual-registered
Amos Akinyooye
Investment Adviser Representative
Dual-registered
Brian Kenneth Altounian
Investment Adviser Representative
Dual-registered
Michael Amoroso
Investment Adviser Representative
Dual-registered
Daniel Antenor, Jr
Investment Adviser Representative
Dual-registered
Michael Harry Applebaum
Investment Adviser Representative
Dual-registered
James Arellano
Investment Adviser Representative
Dual-registered
Kenneth John Arellano
Investment Adviser Representative
Dual-registered
Ruth Arriaza
Investment Adviser Representative
Dual-registered
Jeffrey Bill Baker
Investment Adviser Representative
Dual-registered
Saurav Ryan Bhattacharyya
Investment Adviser Representative
Dual-registered
Eric Todd Bilitz
Investment Adviser Representative
Dual-registered
David Hal Bock
Investment Adviser Representative
Dual-registered
Ryan Luther Bodin
Investment Adviser Representative
Dual-registered
Hunter Davidson Brownlie
Investment Adviser Representative
Dual-registered
Shannon Michelle Bora-Cooper
Investment Adviser Representative
Dual-registered
Daniel Jason Bredow
Investment Adviser Representative
Dual-registered
Hillary E Brevig
Investment Adviser Representative
Dual-registered
Frankie Ricardo Brin
Investment Adviser Representative
Dual-registered
Gale Ann Brodie
Investment Adviser Representative
Dual-registered
John William Brower
Investment Adviser Representative
Dual-registered
Jeremy Rouse Brown
Investment Adviser Representative
Dual-registered
William C Carlisle
Investment Adviser Representative
Dual-registered
Tiffany Marie Carrion
Investment Adviser Representative
Dual-registered
Lisa Marie Chasse
Investment Adviser Representative
Dual-registered
Jack Chite
Investment Adviser Representative
Dual-registered
Simon Kin Man Chung
Investment Adviser Representative
Investment Adviser Rep
Michael Alan Citron
Investment Adviser Representative
Dual-registered
Annalisa Sunshine Clifford Gold
Investment Adviser Representative
Dual-registered
Allen Cohen
Investment Adviser Representative
Dual-registered
Bradley Allen Cohen
Investment Adviser Representative
Dual-registered
Peter Christopher Cook
Investment Adviser Representative
Dual-registered
Justin T Corbin
Investment Adviser Representative
Dual-registered
Angel Luis Curbelo Jr
Investment Adviser Representative
Dual-registered
Albert Michael D'Amato Sr
Investment Adviser Representative
Dual-registered
John David Dickey
Investment Adviser Representative
Investment Adviser Rep
Richard Scott Debono
Investment Adviser Representative
Dual-registered
Aaron Delsignore
Investment Adviser Representative
Dual-registered
Michele Joi Delsordo
Investment Adviser Representative
Dual-registered
Krikor Demirjian
Investment Adviser Representative
Dual-registered
Ross Evan Didia
Investment Adviser Representative
Dual-registered
Stephen Alfred Distante
Investment Adviser Representative
Dual-registered
Janet T Doherty
Investment Adviser Representative
Dual-registered
George Matthew Drakos
Investment Adviser Representative
Dual-registered
Michael Damian Evans
Investment Adviser Representative
Dual-registered
Frank Jerry Fava
Investment Adviser Representative
Dual-registered
Pamela Jean Floyd
Investment Adviser Representative
Dual-registered
Elliot George Ford
Investment Adviser Representative
Dual-registered
Christopher Jason Farmer
Investment Adviser Representative
Dual-registered
Joseph Fernandes
Investment Adviser Representative
Dual-registered
Diana Louise Fletcher
Investment Adviser Representative
Dual-registered
Lynne Ford
Investment Adviser Representative
Dual-registered
Arthur Paul Forget III
Investment Adviser Representative
Investment Adviser Rep
Brian Edward Gardiner
Investment Adviser Representative
Dual-registered
Earl Williamson Good
Investment Adviser Representative
Investment Adviser Rep
Kathy Joy Gordon
Investment Adviser Representative
Dual-registered
Michael Edward Gorman
Investment Adviser Representative
Dual-registered
Anya Sophia Gage
Investment Adviser Representative
Investment Adviser Rep
Daryll Jason Ganz
Investment Adviser Representative
Dual-registered
Joseph Salvatore Giordano
Investment Adviser Representative
Dual-registered
Brett Ian Goldstein
Investment Adviser Representative
Dual-registered
Michael Gonzales
Investment Adviser Representative
Dual-registered
Eric Goodman
Investment Adviser Representative
Dual-registered
Gary Charles Gray
Investment Adviser Representative
Dual-registered
Heather Anne Grubbs
Investment Adviser Representative
Dual-registered
Peter Gregory Hawkins
Investment Adviser Representative
Dual-registered
Erik William Hayden
Investment Adviser Representative
Dual-registered
Joshua Patrick Helvie
Investment Adviser Representative
Dual-registered
John Jay Higgins
Investment Adviser Representative
Dual-registered
Theodore Michael Hirsch
Investment Adviser Representative
Investment Adviser Rep
Eric Thomas Hu
Investment Adviser Representative
Dual-registered
Israel Harman
Investment Adviser Representative
Dual-registered
Matthew Alan Holibaugh
Investment Adviser Representative
Dual-registered
Carl James Holly
Investment Adviser Representative
Dual-registered
Steven Matthew Howe
Investment Adviser Representative
Dual-registered
Thomas William Johnson
Investment Adviser Representative
Investment Adviser Rep
Thomas Allen Jack
Investment Adviser Representative
Dual-registered
Suzan Luna Jaffe
Investment Adviser Representative
Dual-registered
Cameron Jalbert
Investment Adviser Representative
Dual-registered
Sharlene Jamison
Investment Adviser Representative
Investment Adviser Rep
Jack Theodore Johnson
Investment Adviser Representative
Dual-registered
Joseph Henry Johnson
Investment Adviser Representative
Dual-registered
Lynn Morris Kachel
Investment Adviser Representative
Dual-registered
Thomas James Kachel Jr.
Investment Adviser Representative
Dual-registered
Stephen Jay Kaufman
Investment Adviser Representative
Dual-registered
Scott A Kadish
Investment Adviser Representative
Dual-registered
Thomas J Kelly
Investment Adviser Representative
Dual-registered
Dana Marie Kiley
Investment Adviser Representative
Dual-registered
Michael John Kiley
Investment Adviser Representative
Dual-registered
Sam Kodari
Investment Adviser Representative
Investment Adviser Rep
David Richard Laliberte Jr
Investment Adviser Representative
Dual-registered
Steven Wayne Loerke
Investment Adviser Representative
Dual-registered
Nicole Lauria
Investment Adviser Representative
Dual-registered
Michael Howard Levin
Investment Adviser Representative
Investment Adviser Rep
David Steven Litras
Investment Adviser Representative
Dual-registered
Franz Paul Loeber
Investment Adviser Representative
Dual-registered
Christopher Edward McClure
Investment Adviser Representative
Dual-registered
Max Jacob Mintz
Investment Adviser Representative
Dual-registered
Gregory John Mistovich
Investment Adviser Representative
Dual-registered

Regulatory & compliance

CRD number
#116537
SEC Number
801-77166
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Asset tierAnnual rate
$0 - $100,0002.50%
$100,001 - $250,0002.25%
$250,001 - $500,0002.00%
$500,001 - $1,000,0001.75%
$1,000,001 - $2,000,0001.50%
$2,000,001 - $5,000,0001.25%
$5,000,001 - $10,000,0001.00%
$10,000,001 & Up0.75%

Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. VANDERBILT ADVISORY SERVICES has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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VANDERBILT ADVISORY SERVICES in WOODBURY, NY | AdvisorFinder