EZ
Eugene G. Zrinyi
CETERA INVESTMENT ADVISERS LLC
STEUBENVILLE, OH 43952
Some features on this profile are disabled
CRD#: 3010992
EZ
Professional summary
Eugene George Zrinyi JR, who also goes by Gene Zrinyi, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Steubenville, Ohio and CETERA WEALTH SERVICES, LLC located in Steubenville, Ohio.
Eugene is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Eugene has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gene Zrinyi
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.
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 04/2018 APX NUMBER OF HOURS PER WEEK: 15 APX NUMBER OF HOURS DURING TRADING HOURS: 15 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE 2. NAME OF OTHER BUSINESS: TRI STATE FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/2021 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 15 APX NUMBER OF HOURS DURING TRADING HOURS: 15 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: JEFFERSON COUNTY CHAMBER OF COMMERCE, INVESTMENT RELATED: NO, ADDRESS: 630 MARKET ST, STEUBENVILLE, OH, 43952, NATURE OF BUSINESS: CIVIC, START DATE: 12/2022, POSITION/TITLE/RELATIONSHIP: AMBASSADOR, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: REPRESENT CHAMBER OF COMMERCE AT EVENTS, ASSIST WITH EVENTS HELD BY CHAMBER OF COMMERCE; 4. NAME OF OTHER BUSINESS: FOLLANSBEE CHAMBER OF COMMERCE; INVESTMENT RELATED: NO; ADDRESS: 744 VIRGINIA AVE FOLLANSBEE, WV 26037; NATURE OF BUSINESS: NON PROFIT; START DATE: 04/2023; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PROVIDE INPUT & IDEAS TO HELP THE CHAMBER GROW; 5. NAME OF OTHER BUSINESS: UNITED WAY OF JEFFERSON COUNTY; INVESTMENT RELATED: NO; ADDRESS: 511 N 4TH ST, STEUBENVILLE, OH 43952; NATURE OF BUSINESS: BOARD; START DATE: 6/2023; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PROVIDE INPUT & IDEAS TO THE EXECUTIVE DIRECTOR TO HELP THE ORGANIZATION GROW & SUPPORT THE COMMUNITY; 6. NAME OF OTHER BUSINESS: JEFFERSON COUNTY CHAMBER OF COMMERCE; INVESTMENT RELATED: NO; ADDRESS: 630 MARKET ST, STEUBENVILLE, OH 43952; NATURE OF BUSINESS: BOARD; START DATE: 11/2024; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PROVIDE INPUT AND IDEAS TO HELP THE CHAMBER GROW;
CRS (Client Relationship Summary) - RIA
Click below to view Eugene George Zrinyi JR's 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®
NoneExperience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 255 N 3rd St, Steubenville, OH 43952RIA
CRD#: 105644
STEUBENVILLE, OH
Current
April 20, 2021 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 255 N 3rd St, Steubenville, OH 43952BD
CRD#: 13572
Steubenville, OH
Past
April 21, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
April 16, 2018 - April 22, 2021
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
AKRON, OH
Past
April 16, 2018 - April 22, 2021
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
AKRON, OH
Past
February 26, 2018 - April 2, 2018
TD AMERITRADE, INC.
BD
CRD#: 7870
OMAHA, NE
Past
January 31, 2017 - April 2, 2018
SCOTTRADE INVESTMENT MANAGEMENT
RIA
CRD#: 169988
SAINT LOUIS, MO
Past
April 7, 2006 - February 26, 2018
SCOTTRADE, INC.
BD
CRD#: 8206
Warrensville Heights, OH
Past
July 20, 1998 - October 18, 2005
SCOTTRADE, INC.
BD
CRD#: 8206
ST. LOUIS, MO
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
North Carolina(4/8/2024)
RR
Ohio(4/21/2021)
IAR
Ohio(6/29/2023)
RR
Pennsylvania(7/13/2021)
IAR
Pennsylvania(6/29/2023)
RR
West Virginia(8/30/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
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 | ||
| 11/18/2022 |
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.
