Unclaimed Profile

Nicholas L.m. De Peyster

GENESIS WEALTH ADVISORS, LLC·BRAINTREE, Massachusetts

Series 7, Series 24, Series 27, Series 63, Series 65, Series 66Clean record16 years registeredGENESIS 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 · 16 years registered

Brand Profile

Not yet started

Career History

GENESIS WEALTH ADVISORS, LLC

Aug 2011 – present

GENESIS CAPITAL ADVISORS, INC.

Jun 2011 – Jul 2012

STOUGHTON, MA

CLARENT ADVISORS, LLC

Sep 2010 – Aug 2011

STOUGHTON, MA

ING FINANCIAL PARTNERS, INC

May 2010 – Sep 2010

WALTHAM, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 27

Series 63

Series 65

Series 66

Registration record

First registered · May 7, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GENESIS WEALTH ADVISORS, LLC

CRD 158388 · SEC 801-72604

AUM

$177M

Regulatory assets under management

Employees

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 →

Introduction

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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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