GENESIS WEALTH ADVISORS, LLC of BRAINTREE, MA is an SEC-registered investment adviser (CRD 158388). Regulatory assets under management: $200.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Nicholas LM De Peyster | CHIEF INVESTMENT OFFICER | — |
| Daniel Joseph Duval | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Paul Floyd Stone | CHIEF EXECUTIVE OFFICER | — |
| DUVAL PAUL FRANCIS | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| GIANNAROS CHRISTOS | CHAIRMAN | — |
| AINES RONALD CHARLES | MANAGING DIRECTOR; VICE PRESIDENT/MEMBER | — |
| TOWLE BRADLEY DAVID | MANAGING DIRECTOR | — |
| DEPEYSTER NICHOLAS LINDSAY MORRIS | CIO & MANAGING DIRECTOR | — |
| DUVAL DAVID JOSEPH | CHIEF COMPLIANCE OFFICER; MANAGER, TECHNOLOGY SOLUTIONS; VICE PRESIDENT, OPERATIONS AND COMPLIANCE | — |
| DE PEYSTER NICHOLAS LM | CIO & MANAGING DIRECTOR | — |
| STONE PAUL FLOYD | MANAGER, BUSINESS DEVELOPMENT | — |
| Nicholas L.M. De Peyster | CHIEF INVESTMENT OFFICER | — |