Michael Robert Mathioudakis
Investment adviser representative at Genesis Advisors, LLC
22 yearsExperience
2 statesRegistered in
$121.2MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Genesis Esop Advisors, LLCJul 2019 to now
- Genesis Advisors, LLCDec 2009 to now
- Genesis Investments, LLCFeb 2004 to Jan 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Genesis Advisors, LLC
$121.2MAssets managed
132Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1693094
- Firm CRD
- 151976