Arthur M. Debenedictis

GENESIS WEALTH ADVISORS

WAKEFIELD, MA 01880

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CRD#: 3172173

Professional summary

Arthur Michael Debenedictis is a registered financial advisor currently at GENESIS WEALTH ADVISORS, LLC located in Wakefield, Massachusetts.

Arthur is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Arthur has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Arthur Michael Debenedictis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 3, 2011 - Present

GENESIS WEALTH ADVISORS, LLC

Office #1: 3 Lakeside Office Park, Wakefield, MA 01880

RIA

CRD#: 158388

WAKEFIELD, MA

Past

January 6, 2003 - December 12, 2017

CLARY INVESTMENT AND INSURANCE PLANNING CORP.

CRD#: 38654

SO. EASTON, MA

Past

April 11, 2001 - December 31, 2002

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

WAKEFIELD, MA

Past

January 1, 2000 - July 24, 2012

GENESIS CAPITAL ADVISORS, INC.

RIA

CRD#: 128270

WAKEFIELD, MA

Past

February 8, 1999 - December 31, 2002

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GENESIS WEALTH ADVISORS, LLC

CRD#: 158388 / SEC#: 801-72604

RIA

Registered Investment Advisory firm - (8/1/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(8/3/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/17/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/12/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/4/1999

General Securities Representative Examination

Current Firm

GENESIS WEALTH ADVISORS, LLC

CRD#: 158388 / SEC#: 801-72604

RIA

Registered Investment Advisory firm - (8/1/2011 Approved)

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Contact information

Main Address

400 Washington Street Suite 308, Braintree, MA 02184

Mailing Address

Phone number

(781) 344-1023

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GENESIS WEALTH ADVISORS DISCLOSURE BROCHURE (1/28/2025)

Regulatory assets under management

Total Number of Accounts	544
AUM (Assets Under Management)	$ 175,197,606

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

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Arthur M. Debenedictis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Arthur Michael Debenedictis's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLARY INVESTMENT AND INSURANCE PLANNING CORP.

COMMONWEALTH FINANCIAL NETWORK

GENESIS CAPITAL ADVISORS, INC.

COMMONWEALTH FINANCIAL NETWORK

Primary Firm SEC Registration

GENESIS WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/17/1999

SIE

Date: 12/12/2017

Series 7

Date: 2/4/1999

Current Firm

GENESIS WEALTH ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GENESIS WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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