Andrew Lawrence Zorovich
Investment adviser representative at Infinity Tax & Financial Planning
15 yearsExperience
4 statesRegistered in
$100MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Infinity Tax & Financial PlanningNov 2024 to now
- Infinity Investment Advisors LLCJul 2024 to now
- Osaic Wealth, Inc.Oct 2024 to Oct 2024
- American Portfolios Financial Services, Inc.Oct 2018 to Oct 2024
- Investment AdvisorsOct 2009 to Oct 2018
- Proequities, IncOct 2009 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 4 states (AL, FL, GA, TX).
Infinity Tax & Financial Planning
Legal name: Infinity Investment Advisors LLC
$100MAssets managed
332Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2753501
- Firm CRD
- 332590