Adrian
Baldeon
Genesis Wealth Advisors, LLC
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About this Advisor
Adrian Baldeon is a financial advisor based in Braintree, Massachusetts, working with Genesis Wealth Advisors, LLC. Adrian has previously held positions at Tgi Fridays, Launch Sight Productions LLC, 110 Grill, Usa Financial Securities, Adviser Investments, LLC, and Genesis Wealth Advisors, LLC. Adrian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Adrian is part of Genesis Wealth Advisors, LLC, which operates out of Braintree, Massachusetts. The firm has 1 office and 7 employees. The firm manages assets totaling $177.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Genesis Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Office Location
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Genesis Wealth Advisors, LLC Brokerage Details
$176,984,000
7
578
$306,201
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
Genesis Wealth Advisors, LLC
Adviser Investments, LLC
Usa Financial Securities
110 Grill
Tgi Fridays
Launch Sight Productions LLC
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
Braintree, MA
Bridgewater, MA
Stoughton, MA
Stoughton, MA
Stoughton, MA
Wakefield, MA
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