Brent Eugenides, financial advisor Groton CT
86 score

Brent Eugenides

CRD Number: 1938912
Current Firm: H.d. Vest Advisory Services, Inc.

Brent Eugenides (CRD# 1938912) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Groton, CT and has over 21 years of experience in the finance industry. Brent Eugenides has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hd Vest Investment Services Groton, CT Aug 2015 - Current 1
Hd Vest Insurance Agency, Inc. Irving, TX Aug 2015 - Current 1
Hd Vest Advisory Services Groton, CT Aug 2015 - Current 1
Brent Eugenides Groton, CT Aug 1998 - Aug 2015 17
Guardian Life Ins Madison, CT Jan 2014 - Mar 2015 1
Park Avenue Securities Madison, CT Jan 2014 - Mar 2015 1
Mass Mutual Providence, RI Aug 2010 - Jan 2013 2
Mml Investors Services Inc. Providence, RI Aug 2010 - Jan 2013 2
Lpl Financial Waterford, CT Mar 2008 - Aug 2010 2
H.d. Vest Groton, CT Sep 2007 - Mar 2008 < 1
Allstate Insurance Company Madison, CT May 2005 - Sep 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1995
S65 NASAA Investment Advisors Law Examination Feb 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Brent C. Eugenides
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
86

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