Brent C. Eugenides
Professional summary
Brent Christopher Eugenides, CFP®, who also goes by Brent C Eugenides, Brent Eugenides, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Monroe, Connecticut and CETERA WEALTH SERVICES, LLC located in Monroe, Connecticut.
Brent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Brent has worked at 18 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brent Christopher Eugenides's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 755 Main Street Bldg 4 Unit 1a, Monroe, CT 06468Office #3: 15 Chesterfield Rd Suite 201, East Lyme, CT 06333September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 755 Main Street Bldg 4 Unit 1a, Monroe, CT 06468Office #2: 15 Chesterfield Rd Suite 201, East Lyme, CT 06333March 18, 2024 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
March 4, 2024 - September 5, 2025
AVANTAX ADVISORY SERVICES
April 19, 2023 - March 29, 2024
BLUEPRINT FINANCIAL ADVISORS
August 28, 2015 - April 19, 2023
AVANTAX INVESTMENT SERVICES, INC.
August 25, 2015 - April 19, 2023
AVANTAX ADVISORY SERVICES
March 7, 2014 - March 23, 2015
PARK AVENUE SECURITIES LLC
January 30, 2014 - March 23, 2015
PARK AVENUE SECURITIES LLC
September 22, 2010 - February 1, 2013
MML INVESTORS SERVICES, LLC
September 21, 2010 - February 1, 2013
MML INVESTORS SERVICES, LLC
April 17, 2008 - October 11, 2010
LPL FINANCIAL LLC
March 4, 2008 - October 11, 2010
LPL FINANCIAL LLC
September 17, 2007 - April 3, 2008
AVANTAX INVESTMENT SERVICES, INC.
May 24, 2005 - September 12, 2007
ALLSTATE FINANCIAL SERVICES, LLC
February 9, 2005 - May 18, 2005
WRP INVESTMENTS, INC.
May 12, 2004 - December 31, 2004
WRP INVESTMENTS, INC.
February 14, 2001 - May 13, 2004
MAIN STREET MANAGEMENT COMPANY
June 14, 2000 - March 2, 2001
METROPOLITAN LIFE INSURANCE COMPANY
June 14, 2000 - March 2, 2001
MSI FINANCIAL SERVICES, INC.
May 25, 1999 - August 1, 2000
MAIN STREET MANAGEMENT COMPANY
March 18, 1999 - June 7, 1999
IDS LIFE INSURANCE COMPANY
March 18, 1999 - June 7, 1999
AMERIPRISE FINANCIAL SERVICES, LLC
December 22, 1998 - March 31, 1999
HARVEST CAPITAL LLC
June 1, 1998 - October 1, 1998
OSAIC FA, INC.
February 3, 1995 - June 1, 1998
LINCOLN FINANCIAL DISTRIBUTORS, INC.
Primary Firm SEC Registration
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/5/2025)
(9/5/2025)
(9/5/2025)
(9/5/2025)
Exams
FINRA
Current Firm
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Monroe, CT 06468TRUST BUT VERIFY
Monitor Brent Eugenides
Get automatic monthly alerts on:
