Genesis Investment Advisors, LLC

Genesis Investment Advisors, LLC (CRD# 134626) is a financial advisory firm headquartered in Coral Gables, FL. They manage $657,149,504 in 527 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    657
    MILLION
  • Total Number of Accounts
    527
    ACCOUNTS
  • Average Account Value
    $1,246,963
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, NY, TX

Financial Advisors at Genesis Investment Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Travis Aldridge
CRD#: 5659180
355 Alhambra Circle, Coral Gables, FL 33134
93
Wealthminder
score

Travis Aldridge (CRD# 5659180) is an Investment Advisor Representative working at Genesis Investment Advisors, LLC in Coral Gables, FL and has over 7 years of experience in the finance industry.

2
Ronaldo O. Lyrio
CRD#: 2357877
355 Alhambra Circle, Suite 1550, Coral Gables, FL 33134
93
Wealthminder
score

Ronaldo Lyrio (CRD# 2357877) is an Investment Advisor Representative working at Genesis Investment Advisors, LLC in Coral Gables, FL and has over 14 years of experience in the finance industry.

3
Gustavo M. Pinto
CRD#: 4635776
355 Alhambra Circle, Suite 1550, Miami, FL 33134
93
Wealthminder
score

Gustavo Pinto (CRD# 4635776) is an Investment Advisor Representative working at Genesis Investment Advisors, LLC in Miami, FL and has over 14 years of experience in the finance industry.

4
Rodrigo D. Rego
CRD#: 4596048
355 Alhambra Circle, Suite 1550, Coral Gables, FL 33134
93
Wealthminder
score

Rodrigo Rego (CRD# 4596048) is an Investment Advisor Representative working at Genesis Investment Advisors, LLC in Coral Gables, FL and has over 14 years of experience in the finance industry.

5
Andres R. Sinclair
CRD#: 2435555
355 Alhambra Circle, Suite 1550, Coral Gables, FL 33134
93
Wealthminder
score

Andres Sinclair (CRD# 2435555) is an Investment Advisor Representative working at Genesis Investment Advisors, LLC in Coral Gables, FL and has over 22 years of experience in the finance industry.

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