Michael Mathioudakis has been Managing Member of Genesis Advisors since September 2009, is a control person of the firm and directly owns 75% or more of it.
Genesis Advisors, LLC is a Fishers, IN firm with $121M under management, 132 clients and 4 advisers in one office, as of its February 2026 filing.
Michael Mathioudakis’ longest registration is the current one, 16 years at Genesis Advisors since 2009. Before joining Genesis Advisors in 2009, Michael Mathioudakis was registered through Private Wealth Advisors, Inc. and The Stewardship Alliance, LLC.
- Genesis Advisors, LLCCurrent– present · 16 yearsFishers, IN · Adviser representative · Firm CRD 151976
- Private Wealth Advisors, Inc.– · under a yearFishers, IN · Adviser representative · Firm CRD 148144
- The Stewardship Alliance, LLC– · 1 yearPrinceton, IN · Adviser representative · Firm CRD 118835
- Private Consulting Group, Inc.– · 9 yearsFishers, IN · Adviser representative · Firm CRD 45053
- The Genesis Group, LLC– · 4 yearsFishers, IN · Adviser representative · Firm CRD 122724
Investment adviser representative registrations
Michael Mathioudakis is registered as an investment adviser representative in 2 states. The first approvals date from November 2009; the most recent is Texas, in April 2014.
- IndianaSince 12 November 2009
- TexasSince 7 April 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 2 March 2001 |
| Series 7 | General Securities Representative Examination | 20 February 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 February 1996 |
| Series 65 | Uniform Investment Adviser Law Examination | 31 March 1995 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 July 1987 |
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael Robert Mathioudakis
- CRD
- 1693094
- Firm
- Genesis Advisors · CRD 151976
- Role
- Managing Member
- Office
- 10150 LANTERN ROAD, SUITE 175, Fishers, IN 46037
- Registration
- Investment adviser registration
- In the industry since
- September 1989
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Mathioudakis work?
Michael Mathioudakis has been Managing Member of Genesis Advisors, LLC since September 2009, and is a control person of the firm.
Is Michael Mathioudakis a financial advisor?
Yes. Michael Mathioudakis has a current investment-adviser registration in Indiana and Texas, through Genesis Advisors since November 2009.
How many years of experience does Michael Mathioudakis have?
Michael Mathioudakis has 37 years in the financial industry, since September 1989, across 5 adviser firms.
What exams has Michael Mathioudakis passed?
Michael Mathioudakis has passed 5 licensing exams: the Series 6, Series 65, Series 63, Series 7 and Series 24. The earliest, the Series 6, was passed in July 1987.
Where did Michael Mathioudakis work before Genesis Advisors?
Before Genesis Advisors, Michael Mathioudakis was registered through Private Wealth Advisors, Inc., May 2009 to September 2009; The Stewardship Alliance, LLC, January 2004 to December 2005; Private Consulting Group, Inc., November 1999 to December 2008; The Genesis Group, LLC, December 1998 to April 2003.
Where is Michael Mathioudakis based?
Michael Mathioudakis’ registered office is in Fishers, IN.
Is Michael Mathioudakis registered with FINRA?
No. Michael Mathioudakis has no current broker registration.
How can I verify Michael Mathioudakis’ record?
Search CRD 1693094 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Mathioudakis’ full registration record.
