Genesis Wealth Advisors, LLC
Genesis Wealth Advisors, LLC (CRD# 158388) is a financial advisory firm headquartered in Braintree, MA. They manage $176,984,000 in 578 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management177MILLION
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Total Number of Accounts578ACCOUNTS
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Average Account Value$306,201
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, MA, ME, NH, NY, RI, VT
Nicholas De Peyster (CRD# 1529007) is an Investment Advisor Representative working at Genesis Wealth Advisors, LLC in Stoughton, MA and has over 23 years of experience in the finance industry.
Arthur Debenedictis (CRD# 3172173) is an Investment Advisor Representative working at Genesis Wealth Advisors, LLC in Wakefield, MA and has over 24 years of experience in the finance industry.
Daniel Duval (CRD# 6220899) is an Investment Advisor Representative working at Genesis Wealth Advisors, LLC in Stoughton, MA and has over 10 years of experience in the finance industry.
Paul Duval (CRD# 2076914) is President of Genesis Wealth Advisors, LLC in Stoughton, MA and has over 26 years of experience in the finance industry.
Paul Stone (CRD# 3228094) is an Investment Advisor Representative working at Genesis Wealth Advisors, LLC in Stoughton, MA and has over 24 years of experience in the finance industry.