Eugenie G. Fromherz
Professional summary
Eugenie Grevemberg Fromherz, who also goes by Eugenie Fromherz, Eugenie Dejean Grevemberg, is a registered financial advisor currently at ORLEANS CAPITAL MANAGEMENT CORP located in Mandeville, Louisiana.
Eugenie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Eugenie has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Eugenie Grevemberg Fromherz's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 3, 2024 - Present
ORLEANS CAPITAL MANAGEMENT CORP
Office #1: 830 West Causeway Approach Suite 1200, Mandeville, LA 70471March 9, 2021 - August 21, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 21, 2019 - August 21, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
ORLEANS CAPITAL MANAGEMENT CORP
CRD#: 111359 / SEC#: 801-39597
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/3/2024)
(11/20/2024)
Exams
Series 7TO
Date: 10/21/2019
General Securities Representative ExaminationCurrent Firm
ORLEANS CAPITAL MANAGEMENT CORP
CRD#: 111359 / SEC#: 801-39597
Contact information
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 209 |
| AUM (Assets Under Management) | $ 1,579,097,376 |
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.
