Be advised. This firm is no longer registered.

Genesis Financial Advisory Services, Llc.

Genesis Financial Advisory Services, Llc. (CRD# 125198) is a financial advisory firm headquartered in New York, NY. They manage $37,024,955 in 187 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    187
    ACCOUNTS
  • Average Account Value
    $197,994
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, NJ, NY, TX, VT

Financial Advisors at Genesis Financial Advisory Services, Llc.
No Advisor Found.
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