Schyuler James Wilson
Investment adviser representative at Generational Wealth, Inc.
16 yearsExperience
2 statesRegistered in
$394.8MFirm assets
6 yearsFirm 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Private Client ServicesAug 2022 to now
- Generational Wealth, Inc.May 2016 to now
- Private Client ServicesMay 2021 to Mar 2022
- First Allied Advisory Services, IncApr 2012 to May 2021
- First Allied Securities, Inc.Jan 2010 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (IN, MI).
Generational Wealth, Inc.
$394.8MAssets managed
665Clients
8Advisers
6 yearsIn 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
- 4746809
- Firm CRD
- 281330