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Managing Member / Investment Advisor · Generational Financial Partners, LLC

Matthew Pisera

CRD 6234742 · Named on Form ADV at one SEC-registered adviser

At a glance

Generational Financial Partners, LLC, an SEC-registered asset manager based in Atlanta, GA with $0 in regulatory assets, lists Matthew Pisera on its Form ADV as Managing Member / Investment Advisor, a control person.

Firms and roles

AtlasMembers

Matthew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Beau J. WelshDirector of Planning / CCO, Generational Financial Partners, LLC
  • Daniel P. BurkeManaging Member / Investment Advisor, Generational Financial Partners, LLC
  • Benjamin B. YinManaging Member / Investment Advisor, Generational Financial Partners, LLC
  • Thomas N. PendletonManaging Member / Investment Advisor, Generational Financial Partners, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.