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Bradley David Towle

GENESIS WEALTH ADVISORS, LLC·STOUGHTON, Massachusetts
Series 7, Series 65, Series 66Clean record19 years registeredGENESIS WEALTH ADVISORS, LLC
532 PAGE STREET, STOUGHTON, MA 02072CRD# 2251976Firm CRD# 158388

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bradley David Towle · STOUGHTON, MA
Registration
CRD #2251976 · GENESIS WEALTH ADVISORS, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

SUMMIT WEALTH PARTNERS, LLC
Jun 2016 – present
SUMMIT WEALTH PARTNERS, LLC
Jan 2013 – Aug 2016
ORLANDO, FL
GENESIS WEALTH ADVISORS, LLC
Sep 2011 – Feb 2012
NAPLES, FL
GENESIS CAPITAL ADVISORS, INC.
Oct 2009 – Feb 2012
NAPLES, FL
J.P.MORGAN SECURITIES INC.
May 2009 – Aug 2009
NAPLES, FL
J. P. MORGAN SECURITIES INC.
Sep 2006 – Jul 2008
NAPLES, FL
JPMORGAN SECURITIES INC
Sep 2006 – Sep 2006
NAPLES, FL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Series 66
Registration record
First registered · September 11, 2006
Years registered · 19
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 Bradley David Towle offer?
Bradley David Towle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STOUGHTON, Massachusetts for a consultation.
What are Bradley David Towle's credentials?
Bradley David Towle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradley David Towle located?
Bradley David Towle is based in STOUGHTON, Massachusetts, working with GENESIS WEALTH ADVISORS, LLC. Their office serves clients in the STOUGHTON metropolitan area and surrounding communities.
How does Bradley David Towle charge for services?
Bradley David Towle'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
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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Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
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