Adrian Baldeon has been an investment adviser representative at Genesis Wealth Advisors since March 2023, and is not listed among the firm’s executive officers or direct owners.
Genesis Wealth Advisors, LLC is a Braintree, MA firm with $200M under management, 231 clients and 6 advisers across 2 offices, as of its February 2026 filing.
Adrian Baldeon’s longest registration is the current one, 3 years at Genesis Wealth Advisors since 2023. Before joining Genesis Wealth Advisors in 2023, Adrian Baldeon was registered through Adviser Investments and USA Financial Securities Corporation.
- Genesis Wealth Advisors, LLCCurrent– present · 3 yearsBraintree, MA · Adviser representative · Firm CRD 158388
- Adviser Investments– · under a yearNewton, MA · Adviser representative · Firm CRD 156984
- USA Financial Securities Corporation– · 2 yearsNorth Weymouth, MA · Adviser representative · Firm CRD 103857
Investment adviser representative registrations
Adrian Baldeon is registered as an investment adviser representative in Massachusetts, since March 2023.
- MassachusettsSince 13 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 August 2019 |
| SIE | Securities Industry Essentials Examination | 5 June 2019 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 April 2019 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 26 March 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 7082581
- Firm
- Genesis Wealth Advisors · CRD 158388
- Office
- 400 WASHINGTON STREET, SUITE 308, Braintree, MA 02184
- Registration
- Investment adviser registration
- In the industry since
- July 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Adrian Baldeon work?
Adrian Baldeon is an investment adviser representative registered through Genesis Wealth Advisors, LLC since March 2023, and is not listed among the firm’s executive officers or direct owners.
Is Adrian Baldeon a financial advisor?
Yes. Adrian Baldeon has a current investment-adviser registration in Massachusetts, through Genesis Wealth Advisors since March 2023.
How many years of experience does Adrian Baldeon have?
Adrian Baldeon has 7 years in the financial industry, since July 2019, across 3 adviser firms.
What exams has Adrian Baldeon passed?
Adrian Baldeon has passed 4 licensing exams: the Series 6TO, Series 63, SIE and Series 65. The earliest, the Series 6TO, was passed in March 2019.
Where did Adrian Baldeon work before Genesis Wealth Advisors?
Before Genesis Wealth Advisors, Adrian Baldeon was registered through Adviser Investments, April 2022 to February 2023; USA Financial Securities Corporation, August 2019 to March 2022.
Where is Adrian Baldeon based?
Adrian Baldeon’s registered office is in Braintree, MA.
Is Adrian Baldeon registered with FINRA?
No. Adrian Baldeon has no current broker registration.
How can I verify Adrian Baldeon’s record?
Search CRD 7082581 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adrian Baldeon’s full registration record.