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Christos Giannaros

GENESIS WEALTH ADVISORS, LLC·STOUGHTON, Massachusetts
Unclaimed Profile
532 PAGE STREET, STOUGHTON, MA 02072CRD# 1162851Firm CRD# 158388
01

About

Christos Giannaros is a registered financial advisor based in STOUGHTON, 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
03

Firm Overview

Firm
GENESIS WEALTH ADVISORS, LLC
GENESIS WEALTH ADVISORS, LLC
AUM
$177M
Regulatory assets under management
Employees
7
Total firm employees
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# 1162851
Firm CRD# 158388
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

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