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Daniel Joseph Duval

GENESIS WEALTH ADVISORS, LLC·BRAINTREE, Massachusetts
Unclaimed Profile
400 WASHINGTON STREET, BRAINTREE, MA 02184CRD# 6220899Firm CRD# 158388
01

About

Daniel Joseph Duval is a registered financial advisor based in BRAINTREE, Massachusetts, affiliated with GENESIS WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GENESIS WEALTH ADVISORS, LLC
GENESIS WEALTH ADVISORS, LLC
AUM
$177M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at GENESIS WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6220899
Firm CRD# 158388
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Joseph Duval offer?
Daniel Joseph Duval specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BRAINTREE, Massachusetts for a consultation.
What are Daniel Joseph Duval's credentials?
Daniel Joseph Duval is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Joseph Duval located?
Daniel Joseph Duval is based in BRAINTREE, Massachusetts, working with GENESIS WEALTH ADVISORS, LLC. Their office serves clients in the BRAINTREE metropolitan area and surrounding communities.
How does Daniel Joseph Duval charge for services?
Daniel Joseph Duval's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GENESIS WEALTH ADVISORS, LLC?
GENESIS WEALTH ADVISORS, LLC has approximately 7 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BRAINTREE
Dianne Elizabeth Letzelter — CHTP MANAGEMENT SERVICES INC.Ellen Mackenzie — CHTP MANAGEMENT SERVICES INC.John Paul Napolitano — U.S. FINANCIAL ADVISORS, LLCGeorge Thomas Clarke — U.S. FINANCIAL ADVISORS, LLCJohn Frederick Desimone — PEDDOCK CAPITAL ADVISORS, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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