Genesis Wealth Advisors LLC
Legal Name: GENESIS WEALTH ADVISORS, LLC
Full Contact Details
Genesis Wealth Advisors LLC
532 PAGE STREET, STOUGHTON, MA
781-344-1023
781-344-1179
Other Info
Genesis Wealth Advisors LLC, a Massachusetts Limited Liability Company, boasts a team of nine employees, including seven qualified advisors. While the number of clients served is unreported, their SEC status is current and listed as Approved, with a registration date of August 1, 2011.
Genesis Wealth Advisors » Comprehensive Wealth Management » Stoughton MA
Genesis Advisors offers Comprehensive Wealth Management to individuals & their families assisting our clients in achieving their long term financial goals
Direct Owners
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NICHOLAS L.M. DE PEYSTER
CIO & MANAGING DIRECTOR owns less than 5%
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PAUL FRANCIS DUVAL
PRESIDENT AND CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
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RONALD CHARLES AINES
VICE PRESIDENT/MEMBER owns more than 25% but less than 50%
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DANIEL JOSEPH DUVAL
MANAGER, TECHNOLOGY SOLUTIONS owns more than 5% but less than 10%
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PAUL FLOYD STONE
MANAGER, BUSINESS DEVELOPMENT owns more than 5% but less than 10%