Eugene Balerna, financial advisor Bluffton SC

Eugene Balerna

CRD Number: 2239066
Current Firm: The Bedminster Group

Eugene Balerna (CRD# 2239066) is an Investment Advisor Representative working at The Bedminster Group in Bluffton, SC and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
The Bedminster Group Bluffton, SC Jan 2018 - Current 6
Oak Advisors, LLC Bluffton, SC Sep 2016 - Current 7
Dividend Assets Capital, LLC Ridgeland, SC Dec 2014 - Sep 2016 1
Alpha Investment Advisors, Inc. Walpole, MA Mar 2006 - Mar 2015 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1992
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for Eugene F. Balerna
Phone Number: 843-705-5544
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    158
    MILLIONS
  • Total Number of Accounts
    705
    ACCOUNTS
  • Average Account Value
    $223,698
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

SC, TX

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