RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
N••••••• L••• D• P••••••
- Title
- Chief Investment Officerreportedgenesisadvisors.comfirm site, Sep 16, 2026
- Designations
- MBAreportedgenesisadvisors.comas printed on the bio page, Sep 16, 2026
- Professional profile
- genesisadvisors.com/team-member/nick-de-peyster-3reportedgenesisadvisors.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- G•••••• W••••• A•••••••• L•• independent RIA currentsince Aug 3, 2011 · Stoughton, Ma
- G•••••• C•••••• A•••••••• I••• formerJun 14, 2011 to Jul 24, 2012 · Stoughton, Ma
- C•••••• A•••••••• L•• unclassifiedSep 16, 2010 to Aug 31, 2011 · Stoughton, Ma
- V••• F•••••••• A•••••••• I••• BD affiliatedMay 7, 2010 to Sep 10, 2010 · Braintree, Ma
- G•••••• C•••••• A•••••••• I••• to G•••••• W••••• A•••••••• L••left Jul 24, 2012, registered Aug 3, 2011 (-356 days) · Other
- C•••••• A•••••••• L•• to G•••••• C•••••• A•••••••• I•••left Aug 31, 2011, registered Jun 14, 2011 (-78 days) · Other
- V••• F•••••••• A•••••••• I••• to C•••••• A•••••••• L••left Sep 10, 2010, registered Sep 16, 2010 (6 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address