Unclaimed Profile

Ronald Charles Aines

GENESIS WEALTH ADVISORS, LLC·STOUGHTON, Massachusetts

SIE, Series 7, Series 63, Series 65ChFCClean record29 years registeredGENESIS WEALTH ADVISORS, LLC

532 PAGE STREET, STOUGHTON, MA 02072CRD# 2051516Firm CRD# 158388

Profile Verification

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

Identity

Ronald Charles Aines · STOUGHTON, MA

Registration

CRD #2051516 · GENESIS WEALTH ADVISORS, LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GENESIS WEALTH ADVISORS, LLC

GENESIS WEALTH ADVISORS, LLC

Aug 2011 – Jun 2023

STOUGHTON, MA

GENESIS CAPITAL ADVISORS, INC.

Jan 1998 – Jul 2012

STOUGHTON, MA

COMMONWEALTH FINANCIAL NETWORK

Jul 1997 – Dec 2002

STOUGHTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · July 12, 1997

Years registered · 29

Professional designation · ChFC

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 Ronald Charles Aines offer?

Ronald Charles Aines specializes in Financial Planning, Investment Management, Wealth Management.

What are Ronald Charles Aines's credentials?

Ronald Charles Aines holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ronald Charles Aines located?

Ronald Charles Aines is based in STOUGHTON, Massachusetts, last registered with GENESIS WEALTH ADVISORS, LLC.

How does Ronald Charles Aines charge for services?

Ronald Charles Aines'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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