Lee M. Generous
GENEROUS WEALTH MANAGEMENT
Marshfield, MA
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CRD#: 5765351
Professional summary
Lee Michael Generous, CFP®, ChFC® is a registered financial advisor currently at GENEROUS WEALTH MANAGEMENT located in Marshfield, Massachusetts.
Lee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Lee has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 7 exams.
Biography
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant®, and Enrolled Agent with the IRS I focus on bringing the collaborative planning traditionally delivered by Family Offices to the clients who work with our team. This means collaborating with the existing professionals in their lives to cover all aspects of their comprehensive planning needs. This may include details associated with asset allocation, investment research, portfolio manager selection, real estate investment analysis, business planning, estate planning, tax planning, tax preparation, risk management and retirement planning. I cherish the trust and confidence that clients place in me to provide guidance along the path toward financial independence. After over a decade in the industry, I have come to realize that building relationships with clients and their team of professionals allows us to be a resource for them to pursue financial success and, in turn, provide me with the greatest satisfaction.
Question & Answer
What are your service offerings?
Insurance Planning
Tax Planning
Employee and Employer Plan Ben...
Estate Planning
Business Succession Planning
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Education Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Entrepreneurs
Estate & Generational Planning...
Fixed Fee (Subscription, Retai...
High Net Worth Client Needs
What is your minimum asset requirement?
100K
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.
Lee Generous is currently employed as a Franchise Owner for Dope CFO Certified Advisors. This activity accounts for approximately 70% of their time. This business is not investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Lee Michael Generous's 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®
CFP®
Start date: 2014
Experience
Current
March 16, 2022 - Present
GENEROUS WEALTH MANAGEMENT
RIA
CRD#: 318091
Marshfield, MA
Past
January 26, 2015 - November 12, 2021
LPL FINANCIAL LLC
RIA
CRD#: 6413
BRAINTREE, MA
Past
January 12, 2015 - November 12, 2021
LPL FINANCIAL LLC
BD
CRD#: 6413
BRAINTREE, MA
Past
June 17, 2013 - January 14, 2015
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BRAINTREE, MA
Past
May 20, 2010 - January 7, 2015
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
BRAINTREE, MA
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
Florida(6/13/2025)
IAR
Massachusetts(3/16/2022)
IAR
Texas(12/6/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/27/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
GENEROUS WEALTH MANAGEMENT
GENEROUS WEALTH MANAGEMENT | VERITY CAPITAL MANAGEMENT, LLC | GENEROUS WEALTH MANAGEMENT LLC
CRD#: 318091 / SEC#:
Colorado
Registered Investment Advisory firm - (11/2/2023 Approved)Florida
Registered Investment Advisory firm - (6/13/2025 Approved)Massachusetts
Registered Investment Advisory firm - (3/16/2022 Approved)Texas
Registered Investment Advisory firm - (12/6/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Marshfield, MA
Mailing Address
Phone number
(781) 242-5760
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 216 |
| AUM (Assets Under Management) | $ 45,347,724 |
Red Flags
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