CP
Casey Phinney
GENEROUS WEALTH MANAGEMENT
Marshfield, MA
CRD#: 8224903
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CP
Casey PhinneyGENEROUS WEALTH MANAGEMENT
Professional summary
Casey Phinney is a registered financial advisor currently at GENEROUS WEALTH MANAGEMENT located in Marshfield, Massachusetts.
Casey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Casey has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Casey Phinney'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®
NoneExperience
Current
February 24, 2026 - Present
GENEROUS WEALTH MANAGEMENT
RIA
CRD#: 318091
Marshfield, 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(3/23/2026)
IAR
Massachusetts(2/24/2026)
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)Loading...
Contact information
Main Address
Marshfield, MA
Mailing Address
Phone number
(781) 242-5760
Established
Firm type
Fiscal year end
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 307 |
| AUM (Assets Under Management) | $ 55,447,223 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
