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Sean Katsuhiko Akiyama

Infinity 8 Investments, LLC

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About Sean Katsuhiko Akiyama

Sean Katsuhiko Akiyama is an Investment Advisor Representative at Infinity 8 Investments, LLC. Sean has been in the industry since 1994 and has a Series 7, 63 and 65 license. Sean's previous experience includes roles at Charles Schwab & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Fidelity Brokerage Services, Inc. Sean is a Chartered Financial Consultant and has a proven track record of providing investment advice to individuals and businesses. Sean specializes in portfolio management for individuals and businesses, financial planning, and the selection of other advisors.

Firm Information

Sean Akiyama is currently registered with Infinity 8 Investments, LLC. Infinity 8 Investments, LLC is an investment advisor registered with the SEC. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisers. They primarily serve high-net-worth individuals and individuals other than high-net-worth, managing approximately $83.6 million in assets. The firm offers a wrap fee program.

$83.59M

Assets Under Management

Not reported

Total Clients

1

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Sean Akiyama’s Registration & Firm History

CA

01/20/2010 - Present

Infinity 8 Investments, LLC (CUPERTINO CA)

CA

05/01/2000 - 10/16/2009

CHARLES SCHWAB & CO., INC. (SUNNYVALE CA)

NY

02/16/1999 - 03/23/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

RI

03/25/1997 - 03/05/1999

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

NY

02/03/1994 - 03/19/1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/07/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/09/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/08/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Katsuhiko Akiyama.
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