Unclaimed Profile

Paul Floyd Stone

GENESIS WEALTH ADVISORS, LLC·BRAINTREE, Massachusetts

SIE, Series 6, Series 7, Series 63, Series 66Clean record12 years registeredGENESIS WEALTH ADVISORS, LLC

400 WASHINGTON STREET, BRAINTREE, MA 02184CRD# 3228094Firm CRD# 158388

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Floyd Stone · BRAINTREE, MA

Registration

CRD #3228094 · GENESIS WEALTH ADVISORS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

GENESIS WEALTH ADVISORS, LLC

Sep 2013 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · September 23, 2013

Years registered · 12

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 Paul Floyd Stone offer?

Paul Floyd Stone specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BRAINTREE, Massachusetts for a consultation.

What are Paul Floyd Stone's credentials?

Paul Floyd Stone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Floyd Stone located?

Paul Floyd Stone 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 Paul Floyd Stone charge for services?

Paul Floyd Stone'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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