Adrian
Baldeon
Genesis Wealth Advisors, LLC
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About this Advisor
Adrian Baldeon is a certified financial planner who works out of Braintree, Massachusetts. Baldeon is currently employed by Genesis Wealth Advisors, LLC. Baldeon has gained experience at University Of Massachussetts Boston, Boston Beerworks, Tgi Fridays, Launch Sight Productions LLC, 110 Grill, Usa Financial Securities, Adviser Investments, LLC and Genesis Wealth Advisors, LLC. Baldeon maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Massachusetts. Genesis Wealth Advisors, LLC is a registered investment company based in Braintree, MA. The investment advisory business has a total of nine financial advisors. It administers $164 million in assets among its 635 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 635 customer accounts, 21% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management usually depend on which services the firm provides the client. However, fees billed by Genesis Wealth Advisors, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Genesis Wealth Advisors, LLC Brokerage Details
$164,097,636
9
635
$258,421
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Adrian Baldeon Work History
Adrian has been registered as a financial advisor for 0 years.*
Genesis Wealth Advisors, LLC
Adviser Investments, LLC
Usa Financial Securities
110 Grill
Tgi Fridays
Boston Beerworks
Launch Sight Productions LLC
University Of Massachussetts Boston
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adrian Baldeon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Genesis Wealth Advisors, LLC
Bridgewater, MA
Stoughton, MA
Stoughton, MA
Braintree, MA
Stoughton, MA
Wakefield, MA
Stoughton, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
