David Adam Rookasin
Investment adviser representative at Infinity Financial Services Advisory
14 yearsExperience
1 stateRegistered in
$174MFirm assets
6 yearsFirm in business
Are you David Adam Rookasin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Infinity Financial Services AdvisoryApr 2020 to now
- Infinity Financial ServicesNov 2019 to now
- Wells Fargo Clearing Services LLCAug 2017 to Nov 2019
- UBS Financial Services Inc.Oct 2012 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CT).
Infinity Financial Services Advisory
Legal name: Gilbert Greg Ria, LLC
$174MAssets managed
657Clients
37Advisers
6 yearsIn 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
- 5760016
- Firm CRD
- 304981