Infinity Financial Services Advisory
47yrs
Top advisor by experience in Oakland
20yrs
Mark DeVito
Full name on record: Mark CHRISTOPHER DeVito
Financial advisor at Infinity Financial Services Advisory
Based in Oakland, California, Mark DeVito is a fiduciary financial advisor with 20 years of industry experience. Mark joined Infinity Financial Services Advisory in 2023, after six years at Merrill and less than a year at MML Investors Services. Infinity Financial Services Advisory offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and hourly fees.
One of 271 advisors with offices in Oakland, and one of 231 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 62% of advisors nationwide
Office212 9th Street Suite 202, Oakland, CA 94607
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$261,020
Advisors at the firm37
States licensed ?1 state
Services through Infinity Financial Services Advisory
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowInfinity Financial Services AdvisoryCurrent firm
- 2017 – 2023MerrillPreviously
- Mar 2017 – Jul 2017MML Investors Services, LLCPreviously
- Jul 2015 – Mar 2017MSI Financial Services, Inc.Previously
- 2010 – 2015Allstate Financial Advisors, LLCPreviously
- 2006 – 2010Equitable Advisors, LLCPreviously
Contact Mark
(510) 588-8000Infinity Financial Services Advisory main office 212 9th Street Suite 202Oakland, CA 94607Office · Get directions LinkedIn pageInfinity Financial Services Advisory
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Infinity Financial Services Advisory at (510) 588-8000 and ask for Mark DeVito. Mark works from the Oakland, CA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2006, about 20 years. More experience than 62% of advisors nationwide.
What licenses does Mark hold?
Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Infinity Financial Services Advisory reports being paid by a percentage of the assets they manage, hourly fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
43yrs
Top 1% by experience in Oakland
Morgan Stanley
42yrs
Top 1% by experience in Oakland
Infinity Financial Services Advisory
42yrs
Top 1% by experience in Oakland
Infinity Financial Services Advisory
41yrs
Top 2% by experience in Oakland
Infinity Financial Services Advisory
41yrs
Top 2% by experience in Oakland