GI
Generations Investment Advisors, Llc
State-registered
Investment Adviser
CRD 141248
·
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ADV data as of Jun 24, 2025
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 68
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 66 | — | — |
| High net worth individuals | 2 | — | — |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ronnie Myron Kidd | Registered representative | Aug 2006 (20y) | ||
| Stephen Craig Tosi | Registered representative | Aug 2006 (20y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2025 | 982 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Other fees
- • CO-ADVISORY FEES
Services
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 24, 2025.
View current Form ADV (SEC/IAPD) ↗