Geoffrey KurinskyCRD Number: 5488472
Current Firm: Genesis Wealth Advisors, LLC
Geoffrey Kurinsky (CRD# 5488472) is an Investment Advisor Representative working at Genesis Wealth Advisors, LLC in Stoughton, MA and has over 8 years of experience in the finance industry.
Walnut Hill Advisors, LLC
|Genesis Wealth Advisors, LLC||Stoughton, MA||Aug 2014 - Current||2|
|Sage Capital Management, LLC||New York, NY||Jan 2009 - Jun 2014||5|
|Self-employed||Needham, MA||Feb 2007 - Jan 2009||1|
|Chapel St. Partners||Needham, MA||Jun 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2008|
Total Assets Under Management175MILLIONS
Total Number of Accounts838ACCOUNTS
Average Account Value$208,707
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, MA, ME, NH, NY, RI
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