Eugene F. Balerna

THE BEDMINSTER GROUP

Bluffton, SC 29909

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CRD#: 2239066

Professional summary

Eugene Francis Balerna JR, CIMA®, who also goes by Gene Francis Balerna Jr., Gene Balerna, is a registered financial advisor currently at THE BEDMINSTER GROUP located in Bluffton, South Carolina.

Eugene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Eugene has worked at 10 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gene Francis Balerna Jr. | Gene Balerna

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eugene Francis Balerna JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CIMA^®

Certified Investment Management Analyst

Experience

Current

January 30, 2018 - Present

THE BEDMINSTER GROUP

Office #1: 36 William Pope Dr Ste 201, Bluffton, SC 29909

RIA

CRD#: 118794

Bluffton, SC

Past

September 20, 2016 - July 31, 2017

OAK ADVISORS, LLC

RIA

CRD#: 137192

BLUFFTON, SC

Past

March 25, 2015 - September 14, 2016

DIVIDEND ASSETS CAPITAL, LLC

RIA

CRD#: 129973

RIDGELAND, SC

Past

April 4, 2006 - March 16, 2015

ALPHA INVESTMENT ADVISORS, INC.

RIA

CRD#: 131645

WALPOLE, MA

Past

March 16, 2005 - March 15, 2006

THE DANFORTH ASSOCIATES, INC

RIA

CRD#: 107781

WELLESLEY, MA

Past

October 24, 1999 - October 18, 2005

ALPHA INVESTMENT ADVISORS, INC.

RIA

CRD#: 131645

NORTON, MA

Past

August 7, 1995 - November 2, 1999

QUICK & REILLY, INC.

CRD#: 11217

NEW YORK, NY

Past

March 30, 1995 - August 14, 1995

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

November 15, 1993 - December 15, 1994

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Past

January 15, 1993 - October 12, 1993

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

August 31, 1992 - December 31, 1992

FIDELITY DISTRIBUTORS CORPORATION

CRD#: 6848

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE BEDMINSTER GROUP

BEDMINSTER L.L.C. | WEWEBER, STEVEN IRA | WEBER, STEVEN IRA | THE BEDMINSTER GROUP

CRD#: 118794 / SEC#: 801-58083

RIA

Registered Investment Advisory firm - (11/3/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(1/30/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/2/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/23/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/20/1993

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/27/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

THE BEDMINSTER GROUP

BEDMINSTER L.L.C. | WEWEBER, STEVEN IRA | WEBER, STEVEN IRA | THE BEDMINSTER GROUP

CRD#: 118794 / SEC#: 801-58083

RIA

Registered Investment Advisory firm - (11/3/2001 Approved)

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Contact information

Main Address

36 William Pope Dr Ste 201, Bluffton, SC 29909

Mailing Address

Phone number

(843) 705-5544

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE BEDMINSTER GROUP (3/27/2025)

Regulatory assets under management

Total Number of Accounts	573
AUM (Assets Under Management)	$ 181,790,622

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.

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Advisor Monitoring

Firm Stability Insights

Eugene F. Balerna

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eugene Francis Balerna JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

OAK ADVISORS, LLC

DIVIDEND ASSETS CAPITAL, LLC

ALPHA INVESTMENT ADVISORS, INC.

THE DANFORTH ASSOCIATES, INC

ALPHA INVESTMENT ADVISORS, INC.

QUICK & REILLY, INC.

WADDELL & REED

VERAVEST INVESTMENTS, INC.

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS CORPORATION

Primary Firm SEC Registration

THE BEDMINSTER GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 10/2/1998

Series 63

Date: 7/23/1992

Series 7

Date: 4/20/1993

Series 6

Date: 8/27/1992

Current Firm

THE BEDMINSTER GROUP

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE BEDMINSTER GROUP

TRUST BUT VERIFY

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