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).

Current Firm Details
400 Washington Street, Suite 308, Braintree, MA 02184
https://www.facebook.com/genesis-wealth-advisors-300300406661055/
By the Numbers
  • Total Assets Under Management
    177
    MILLION
  • Total Number of Accounts
    578
    ACCOUNTS
  • Average Account Value
    $306,201
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, ME, NH, NY, RI, VT

Financial Advisors at Genesis Wealth Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Nicholas De Peyster, financial advisor Stoughton MA
Nicholas L. De Peyster
CRD#: 1529007
532 Page Street, Stoughton, MA 02072

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.

2
Arthur Debenedictis, financial advisor Wakefield MA
Arthur M. Debenedictis
CRD#: 3172173
3 Lakeside Office Park, Wakefield, MA 01880

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.

3
Daniel Duval, financial advisor Stoughton MA
Daniel J. Duval
CRD#: 6220899
532 Page Street, Stoughton, MA 02324

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.

4
Paul Duval, financial advisor Stoughton MA
Paul F. Duval
CRD#: 2076914
532 Page Street, Stoughton, MA 02072

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.

5
Paul Stone, financial advisor Stoughton MA
Paul F. Stone
CRD#: 3228094
532 Page Street, Stoughton, MA 02072

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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