Investment adviser representative · Genesis Wealth Advisors, LLC
Adrian Baldeon
CRD 7082581 · Braintree, MA
At a glance
Adrian Baldeon is an investment adviser representative with Genesis Wealth Advisors, LLC in Braintree, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Adrian’s SEC record dates to 2019, about 7 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Genesis Wealth Advisors, LLCSince March 2023Braintree, MA · $200M in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Adrian’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.