Paul Stone has been Chief Executive Officer of Genesis Wealth Advisors since July 2019, is not listed as a control person, but directly owns between 50% and 75% of the firm.
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 · 13 yearsStoughton, MA · Adviser representative · Firm CRD 158388
Investment adviser representative registrations
Paul Stone is registered as an investment adviser representative in 2 states. The first approvals date from September 2013; the most recent is Maine, in November 2014.
- MaineSince 3 November 2014
- MassachusettsSince 23 September 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 September 2013 |
| Series 7 | General Securities Representative Examination | 13 November 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 June 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 June 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Paul Floyd Stone
- CRD
- 3228094
- Firm
- Genesis Wealth Advisors · CRD 158388
- Role
- Chief Executive Officer
- Office
- 532 PAGE STREET, Stoughton, MA 02072
- Registration
- Investment adviser registration
- In the industry since
- September 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Paul Stone work?
Paul Stone has been Chief Executive Officer of Genesis Wealth Advisors, LLC since July 2019.
Is Paul Stone a financial advisor?
Yes. Paul Stone has a current investment-adviser registration in Maine and Massachusetts, through Genesis Wealth Advisors since September 2013.
How many years of experience does Paul Stone have?
Paul Stone has 13 years in the financial industry, since September 2013, across 1 adviser firm.
What exams has Paul Stone passed?
Paul Stone has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in June 1999. FINRA credited Paul Stone with the SIE, which began in October 2018.
Where is Paul Stone based?
Paul Stone’s registered office is in Stoughton, MA.
Is Paul Stone registered with FINRA?
No. Paul Stone has no current broker registration.
How can I verify Paul Stone’s record?
Search CRD 3228094 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Stone’s full registration record.