Geoffrey Kurinsky, financial advisor Stoughton MA
93 score

Geoffrey Kurinsky

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Geoffrey L. Kurinsky
Phone Number: 781-344-1023
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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