RIA Intelligence
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- Title
- Partner | Financial Advisorreportedonesevenadvisor.comfirm site, Sep 15, 2026
- founder other
- “Gene is a Founding Partner at OnPoint Wealth Partners and has been in the financial services business since 1995.”reportedonesevenadvisor.comthe sentence on the bio page
- Partner or owner
- “Gene is a Founding Partner at OnPoint Wealth Partners and has been in the financial services business since 1995.”reportedonesevenadvisor.comthe sentence on the bio page
- Professional profile
- onesevenadvisor.com/staff/gene-craciunreportedonesevenadvisor.comfirm site, Sep 15, 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.
- O••••••• independent RIA currentsince Sep 15, 2025 · Beachwood, Oh
- W•••• I••••••••• A•••••••• L•• otherJun 27, 2024 to Oct 9, 2025 · Cleveland, Oh
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedFeb 2, 2021 to Jun 28, 2024 · Cleveland, Oh
- M•• I•••••••• S•••••••• L•• BD affiliatedJun 6, 2008 to Feb 3, 2021 · Hudson, Oh
- T••••••••• F•••••••• A•••••••• I••• unclassifiedMay 6, 2004 to Jun 9, 2008 · Brecksville, Oh
- W•••• I••••••••• A•••••••• L•• to O•••••••left Oct 9, 2025, registered Sep 15, 2025 (-24 days) · Other · moved with a team
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to W•••• I••••••••• A•••••••• L••left Jun 28, 2024, registered Jun 27, 2024 (-1 days) · corporate re-registration, not a move
- M•• I•••••••• S•••••••• L•• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Feb 3, 2021, registered Feb 2, 2021 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team
- T••••••••• F•••••••• A•••••••• I••• to M•• I•••••••• S•••••••• L••left Jun 9, 2008, registered Jun 6, 2008 (-3 days) · Other
- E•••• C•••••• left W•••• I••••••••• A•••••••• L•• for Oneseven (registered 2025-09-15)Oct 9, 2025 · Advisor changed firm · fact
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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address