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David Adam Rookasin

Infinity Financial Services Advisory

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About David Adam Rookasin

David Rookasin is an investment advisor representative with Infinity Financial Services Advisory, a firm based in Oakland, CA. David has been in the industry since 2010 and has experience with UBS Financial Services Inc. and Wells Fargo Clearing Services LLC. David holds Series 66, Series 7 and SIE licenses and is registered in Colorado and Connecticut. David specializes in financial planning, pension consulting, and educational seminars.

Firm Information

David Rookasin is currently registered with Infinity Financial Services Advisory. Infinity Financial Services Advisory is an investment advisory firm based in Oakland, CA. The firm has over 30 years of experience providing financial planning, pension consulting, and portfolio management services to individuals, corporations, and other entities. Infinity Financial Services Advisory manages over $145 million in assets and has a strong track record of success. The firm is committed to providing its clients with personalized attention and customized investment solutions.
Infinity Financial Services Advisory

212 9TH STREET

OAKLAND, CA 94607

$145.05M

Assets Under Management

13

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Rookasin’s Registration & Firm History

CA

04/29/2020 - Present

Infinity Financial Services Advisory (OAKLAND CA)

CT

08/15/2017 - 10/08/2019

WELLS FARGO CLEARING SERVICES, LLC (OLD GREENWICH CT)

CT

10/12/2012 - 08/24/2017

UBS FINANCIAL SERVICES INC. (WESTPORT CT)

CT

04/02/2010 - 10/25/2012

MORGAN STANLEY (WESTPORT CT)

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Licenses & Designations

BOTH

Issued 04/22/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for David Adam Rookasin. Review regulatory record here.
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