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Velda Allen Eugenias

EUGENIAS ADVISORY GROUP, LLC·GADSDEN, Alabama
Series 6, Series 7, Series 63Clean record24 years registeredEUGENIAS ADVISORY GROUP, LLC
508 SOUTH FIFTH STREET, GADSDEN, AL 35901CRD# 2290078Firm CRD# 146177

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Velda Allen Eugenias · GADSDEN, AL
Registration
CRD #2290078 · EUGENIAS ADVISORY GROUP, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: EUGENIAS ADVISORY GROUP, LLC
THE MATHER GROUP, LLC
Dec 2021 – May 2024
Gadsden, AL
EUGENIAS ADVISORY GROUP, LLC
Mar 2008 – Dec 2021
GADSDEN, AL
CEDARHOLM & EUGENIAS, LLC
Jul 2003 – Mar 2008
GADSDEN, AL
COMPASS BROKERAGE, INC.
May 2002 – May 2003
ANNISTON, AL
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Registration record
First registered · May 22, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EUGENIAS ADVISORY GROUP, LLC
CRD 146177 · SEC 801-108412
AUM
$148M
Regulatory assets under management
Employees
5
296 client accounts
Services offered by EUGENIAS ADVISORY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at EUGENIAS ADVISORY GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Velda Allen Eugenias offer?
Velda Allen Eugenias specializes in Financial Planning, Investment Management.
What are Velda Allen Eugenias's credentials?
Velda Allen Eugenias is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Velda Allen Eugenias located?
Velda Allen Eugenias is based in GADSDEN, Alabama, last registered with EUGENIAS ADVISORY GROUP, LLC.
How does Velda Allen Eugenias charge for services?
Velda Allen Eugenias's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EUGENIAS ADVISORY GROUP, LLC?
EUGENIAS ADVISORY GROUP, LLC has approximately 5 employees and manages $148M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EUGENIAS ADVISORY GROUP, LLC

Melissa K. Hammel
GADSDEN, AL

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