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Arthur Michael Debenedictis

Genesis Wealth Advisors, LLC

Wakefield, MA

CRD 3172173

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Employer firm

Genesis Wealth Advisors, LLC CRD 158388

$200M regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Genesis Wealth Advisors, Llc

400 Washington Street Suite 308, Braintree, MA 02184 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2011-08-03
  • MA RA
    APPROVED
    Since 2011-08-03

Branch Locations

3 Lakeside Office Park, Wakefield, MA 01880 • 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
OrganizationCityStateFromTo
Arthur M Debenedictis Cpa Wakefield MA 09/1989 Present
Clary Insurance & Investment Planning Corp. No. Easton MA 01/2003 12/2017
Genesis Wealth Advisors, Llc Stoughton MA 06/2011 Present
  • 09/1989 → Present
    Arthur M Debenedictis Cpa
    Wakefield, MA
  • 01/2003 → 12/2017
    Clary Insurance & Investment Planning Corp.
    No. Easton, MA
  • 06/2011 → Present
    Stoughton, MA
Previous Registrations
Other Businesses

OWNER OF ARTHUR M. DEBENEDICTIS,50 Tremont Street Suite 108 Melrose, Ma. 02176 01880--CPA FIRM--THE MAJORITY OF MR. DEBENEDICTIS' TIME IS DEVOTED TO HIS CPA FIRM.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-11-17
  • S66 Uniform Combined State Law Examination
    1999-11-17

View on SEC IAPD

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