Velda A. Eugenias

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CRD#: 2290078

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Velda Allen Eugenias, CFP®, who also goes by Velda Allen, Velda Eugenias, Velda Ratcliffe, Velda Sparks, was a registered financial professional .

Velda is a previously registered financial professional and started their career in finance in 1992. Velda had worked at 6 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Velda Allen | Velda Eugenias | Velda Ratcliffe | Velda Sparks

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.

EUGENIAS PROPERTY MANAGEMENT, LLC PERSONAL RENTAL REAL ESTATE FOR HUSBAND AND WIFE ONLY. HUSBAND BUYS FORECLOSED HOUSES AND FIXING THEM UP FOR RENTAL. THE BUSINESS ADDRESS FOR EUGENIAS PROPERTY MANAGEMENT IS 604 TURRENTINE AVE, GADSDEN, AL 35901. I AM A 50% OWNER OF THE LLC WITH MY HUSBAND. THE BUSINESS WAS FORMED IN 2010. BUT WE'VE BEEN BUYING RENTAL REAL ESTATE FOR 22 YEARS. I GIVE MY HUSBAND A SECOND OPINION ON PURCHASING THE PROPERTY - HE MAKES ALL FINAL DECISIONS. I PROVIDE HIM WITH THE LEASES AND I INTERVIEW POTENTIAL LEASEES. I ONLY SPEND ABOUT 10 HOURS ON AVERAGE PER MONTH IN THIS BUSINESS. NO EUGENIAS ADVISORY GROUP, LLC CLIENTS ARE INVOLVED IN THIS BUSINESS.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

CFP^®

CRD#: 17086

BIRMINGHAM, AL

Past

November 16, 1992 - July 8, 1994

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

November 16, 1992 - July 8, 1994

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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 MATHER GROUP, LLC

LEGACY AT TMG (FAMILY OFFICE) | THE MATHER GROUP, LLC | THE MATHER GROUP, INC.

CRD#: 156005 / SEC#: 801-72156

RIA

Registered Investment Advisory firm - (2/18/2011 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

Series 63

Date: 12/11/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/15/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/12/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

THE MATHER GROUP, LLC

LEGACY AT TMG (FAMILY OFFICE) | THE MATHER GROUP, LLC | THE MATHER GROUP, INC.

CRD#: 156005 / SEC#: 801-72156

RIA

Registered Investment Advisory firm - (2/18/2011 Approved)

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Contact information

Main Address

353 N. Clark Street Suite 2775, Chicago, IL 60654

Mailing Address

Phone number

(888) 537-1080

Established

Firm type

Fiscal year end

# of Employees

186

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (11/10/2025)

Regulatory assets under management

Total Number of Accounts	16,285
AUM (Assets Under Management)	$ 11,710,038,016

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/25/2025	Cover Page	Report
08/28/2023	Cover Page	Report
01/26/2023	Cover Page	Report

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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Firm Stability Insights

Velda A. Eugenias

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

EUGENIAS ADVISORY GROUP, LLC

CEDARHOLM & EUGENIAS, LLC

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BBVA COMPASS INVESTMENT SOLUTIONS, INC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

THE MATHER GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/11/1992

Series 7

Date: 2/15/1995

Series 6

Date: 11/12/1992

Current Firm

THE MATHER GROUP, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

THE MATHER GROUP, LLC

TRUST BUT VERIFY

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