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Nicholas L.m. De Peyster

GENESIS WEALTH ADVISORS, LLC·BRAINTREE, Massachusetts
Clean recordGENESIS WEALTH ADVISORS, LLC
400 WASHINGTON STREET, BRAINTREE, MA 02184CRD# 1529007Firm CRD# 158388

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas L.m. De Peyster · BRAINTREE, MA
Registration
CRD #1529007 · GENESIS WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nicholas L.m. De Peyster 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
Introduction

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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# 1529007
Firm CRD# 158388
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicholas L.m. De Peyster offer?
Nicholas L.m. De Peyster specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BRAINTREE, Massachusetts for a consultation.
What are Nicholas L.m. De Peyster's credentials?
Nicholas L.m. De Peyster is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas L.m. De Peyster located?
Nicholas L.m. De Peyster 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 Nicholas L.m. De Peyster charge for services?
Nicholas L.m. De Peyster'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

Daniel Joseph Duval
BRAINTREE, MA
Bradley David Towle
STOUGHTON, MA
Christos Giannaros
STOUGHTON, MA
Paul Floyd Stone
BRAINTREE, MA
Paul Francis Duval
BRAINTREE, MA
Ronald Charles Aines
STOUGHTON, MA

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Research
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