Nicholas De Peyster, financial advisor Stoughton MA

Nicholas De Peyster

CRD Number: 1529007
Current Firm: Genesis Wealth Advisors, LLC

Nicholas De Peyster (CRD# 1529007) is an Investment Advisor Representative working at Genesis Wealth Advisors, LLC in Stoughton, MA and has over 23 years of experience in the finance industry. Nicholas De Peyster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Genesis Wealth Advisors, LLC Stoughton, MA Jun 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
S65 NASAA Investment Advisors Law Examination Jan 2001
S66 NASAA Uniform Combined State Law Examination Apr 2010
Contact Info for Nicholas L. De Peyster
Phone Number: 781-344-1023
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    177
    MILLIONS
  • Total Number of Accounts
    578
    ACCOUNTS
  • Average Account Value
    $306,201
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
  • Pension consulting services
Types of Clients
Registered States

FL, MA, ME, NH, NY, RI, VT

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