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Daniel Joseph Duval

GENESIS WEALTH ADVISORS, LLC·BRAINTREE, Massachusetts
Series 65Clean record12 years registeredGENESIS WEALTH ADVISORS, LLC
400 WASHINGTON STREET, BRAINTREE, MA 02184CRD# 6220899Firm CRD# 158388

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Joseph Duval · BRAINTREE, MA
Registration
CRD #6220899 · GENESIS WEALTH ADVISORS, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

GENESIS WEALTH ADVISORS, LLC
Mar 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 21, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GENESIS WEALTH ADVISORS, LLC
CRD 158388 · SEC 801-72604
AUM
$177M
Regulatory assets under management
Employees
7
578 client accounts
Services offered by GENESIS WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GENESIS WEALTH ADVISORS, LLC →
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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 at GENESIS WEALTH ADVISORS, LLC

Bradley David Towle
STOUGHTON, MA
Ronald Charles Aines
STOUGHTON, MA
ChFC
Nicholas L.m. De Peyster
BRAINTREE, MA
Paul Francis Duval
BRAINTREE, MA
ChFC
Paul Floyd Stone
BRAINTREE, MA

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Research
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