Inactive

Casey Phinney

Generous Wealth Management

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Current Employers

Generous Wealth Management

Marshfield, MA • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-03-23
MA	RA	APPROVED	2026-02-24

FL RA
APPROVED

Since 2026-03-23
MA RA
APPROVED

Since 2026-02-24

Branch Locations

Marshfield, MA • United States

Marshfield, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Primary School	Boston	MA	01/2016	01/2021
Boston College	Boston	MA	01/2021	01/2025
Blackstone Williams Properties	Boston	MA	06/2024	12/2024
Keller Williams	Boston	MA	01/2025	07/2025
Island Creek Oyster Farm	Boston	MA	05/2025	12/2025
Generous Wealth Management Llc	Marshfield	MA	10/2025	02/2026
Generous Wealth Management Llc	Marshfield	MA	02/2026	Present
College Aid Pro	Salem	MA	01/2026	04/2026
Ss&C	Boston	MA	04/2026	Present

01/2016 → 01/2021

Primary School

Boston, MA
01/2021 → 01/2025

Boston College

Boston, MA
06/2024 → 12/2024

Blackstone Williams Properties

Boston, MA
01/2025 → 07/2025

Keller Williams

Boston, MA
05/2025 → 12/2025

Island Creek Oyster Farm

Boston, MA
10/2025 → 02/2026

Generous Wealth Management Llc

Marshfield, MA
02/2026 → Present

Generous Wealth Management Llc

Marshfield, MA
01/2026 → 04/2026

College Aid Pro

Salem, MA
04/2026 → Present

Ss&C

Boston, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-12-05

S65 Uniform Investment Adviser Law Examination

2025-12-05

View on SEC IAPD

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