BE
CFP
BE
CFP
Brent Eugenides is a CFP-designated registered investment advisor, based in Monroe, CT, with 29 years of industry experience.
Location
755 Main Street Bldg 4 Unit 1A, Monroe, CT, 06468
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2009Settled
Other Business ActivitiesSells Insurance
Brent is an insurance agent selling fixed insurance, life, and disability products through Avantax Insurance Agency, dedicating minimal time to this. He also works as an administrative associate for a CPA, volunteers as a treasurer for a non-profit, and is a managing member of a consulting service for business owners.
Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2025 - Present · 10 mos
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Investment Services, INC.Broker
March 2024 - September 2025 · 1 yr 6 mos
Avantax Advisory Services
March 2024 - September 2025 · 1 yr 6 mos
Blueprint Financial Advisors
April 2023 - March 2024 · 11 mos
Avantax Investment Services, INC.Broker
August 2015 - April 2023 · 7 yrs 8 mos
Avantax Advisory Services
August 2015 - April 2023 · 7 yrs 8 mos
Park Avenue Securities LLC
March 2014 - March 2015 · 1 yr
Park Avenue Securities LLCBroker
January 2014 - March 2015 · 1 yr 2 mos
MML Investors Services, LLC
September 2010 - February 2013 · 2 yrs 5 mos
MML Investors Services, LLCBroker
September 2010 - February 2013 · 2 yrs 5 mos
LPL Financial Corporation
April 2008 - October 2010 · 2 yrs 6 mos
LPL Financial CorporationBroker
March 2008 - October 2010 · 2 yrs 7 mos
H.D. Vest Investment ServicesBroker
September 2007 - April 2008 · 7 mos
Allstate Financial Services, LLCBroker
May 2005 - September 2007 · 2 yrs 4 mos
Wrp Investments, INC.Broker
February 2005 - May 2005 · 3 mos
Wrp Investments, INC.Broker
May 2004 - December 2004 · 7 mos
Main Street Management CompanyBroker
February 2001 - May 2004 · 3 yrs 3 mos
Metlife Securities INC.Broker
June 2000 - March 2001 · 9 mos
Metropolitan Life Insurance CompanyBroker
June 2000 - March 2001 · 9 mos
Main Street Management CompanyBroker
May 1999 - August 2000 · 1 yr 3 mos
American Express Financial Advisors INC.Broker
March 1999 - June 1999 · 3 mos
Ids Life Insurance CompanyBroker
March 1999 - June 1999 · 3 mos
Harvest Capital LLCBroker
December 1998 - March 1999 · 3 mos
Lincoln Financial Advisors CorporationBroker
June 1998 - October 1998 · 4 mos
Cigna Financial Advisors,inc.Broker
February 1995 - June 1998 · 3 yrs 4 mos
State Registrations3 states
CTFLRI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.