Joseph A Medina

Infinity Financial Services Advisory

25 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Infinity Financial Services Advisory

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

34 advisors

Number of Clients

667 clients

Average Client Portfolio

$225K average

Assets Under Management

$150.1M

Fee Structure

Location

445 Park Ave, Floor 9, New York, NY, 10022

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

May 2020

Settled

Employment Separation After Allegations

January 2011

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Joseph operates under the DBAs Medina Private Wealth Management and Medina Private Insurance, dedicating full-time hours to securities, investment advisory services, and insurance sales (including life insurance). He also engages in real estate sales, Legal Shield sales, bar/restaurant work, and notary services, each requiring minimal time.

Employment History

Current Registrations

Infinity Financial Services Advisory

April 2023 - Present · 2 yrs 10 mos

Infinity Financial ServicesBroker

December 2022 - Present · 3 yrs 2 mos

Previous Registrations

Newbridge Financial Services Group, INC.

April 2020 - December 2021 · 1 yr 8 mos

Newbridge Securities CorporationBroker

February 2020 - November 2022 · 2 yrs 9 mos

Cetera Advisors LLCBroker

April 2012 - February 2020 · 7 yrs 10 mos

Cetera Advisors LLC

April 2012 - February 2020 · 7 yrs 10 mos

Gilford Financial CORP.

January 2011 - April 2012 · 1 yr 3 mos

Gilford Securities IncorporatedBroker

January 2011 - April 2012 · 1 yr 3 mos

Chase Investment Services CORP.

June 2006 - January 2011 · 4 yrs 7 mos

Chase Investment Services CORP.Broker

June 2006 - January 2011 · 4 yrs 7 mos

Citicorp Investment ServicesBroker

June 2005 - June 2006 · 1 yr

AXA Advisors, LLC

July 2002 - October 2003 · 1 yr 3 mos

AXA Advisors, LLCBroker

April 2002 - October 2003 · 1 yr 6 mos

Dreyfus Service CorporationBroker

January 1999 - January 2002 · 3 yrs

Robert Thomas Securities, INCBroker

September 1998 - November 1998 · 2 mos

The J.B. Sutton Group, LLCBroker

March 1998 - September 1998 · 6 mos

Gaines, Berland INC.Broker

February 1998 - April 1998 · 2 mos

State Registrations6 states

FLGANJNYTXVT

AdvisorBrokerBoth

Exams

No exam information available for this advisor.