Daniel Duval has been President and Chief Compliance Officer of Genesis Wealth Advisors since July 2019, is a control person of the firm and directly owns between 50% and 75% of it.
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.
- Genesis Wealth Advisors, LLCCurrent– present · 12 yearsStoughton, MA · Adviser representative · Firm CRD 158388
Investment adviser representative registrations
Daniel Duval is registered as an investment adviser representative in Massachusetts, since March 2014.
- MassachusettsSince 21 March 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 March 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Joseph Duval
- CRD
- 6220899
- Firm
- Genesis Wealth Advisors · CRD 158388
- Role
- President and Chief Compliance Officer
- Office
- 532 PAGE STREET, Stoughton, MA 02324
- Registration
- Investment adviser registration
- In the industry since
- March 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Duval work?
Daniel Duval has been President and Chief Compliance Officer of Genesis Wealth Advisors, LLC since July 2019, and is a control person of the firm.
Is Daniel Duval a financial advisor?
Yes. Daniel Duval has a current investment-adviser registration in Massachusetts, through Genesis Wealth Advisors since March 2014.
How many years of experience does Daniel Duval have?
Daniel Duval has 12 years in the financial industry, since March 2014, across 1 adviser firm.
What exams has Daniel Duval passed?
Daniel Duval passed the Series 65 in March 2014.
Where is Daniel Duval based?
Daniel Duval’s registered office is in Stoughton, MA.
Is Daniel Duval registered with FINRA?
No. Daniel Duval has no current broker registration.
How can I verify Daniel Duval’s record?
Search CRD 6220899 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Duval’s full registration record.