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Eugene Zrinyi

27 Years of Experience
Burgettstown, PA
BrokerSells Insurance

Eugene Zrinyi is a registered investment advisor at Cetera Investment Advisers LLC, based in Burgettstown, PA, with 27 years of industry experience. Eugene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Burgettstown, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Eugene sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating about 10-20% of his time to this. He also provides financial services through Tri State Financial Services and is involved with several local Chambers of Commerce and the United Way.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
April 2021 - Present · 5 yrs 1 mo
Cetera Wealth Services, LLCBroker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
April 2021 - June 2023 · 2 yrs 2 mos
Equitable Advisors, LLC
April 2018 - April 2021 · 3 yrs
Equitable Advisors, LLCBroker
April 2018 - April 2021 · 3 yrs
TD Ameritrade, INC.Broker
February 2018 - April 2018 · 2 mos
Scottrade Investment Management
January 2017 - April 2018 · 1 yr 3 mos
Scottrade, INC.Broker
April 2006 - February 2018 · 11 yrs 10 mos
Scottrade, INC.Broker
July 1998 - October 2005 · 7 yrs 3 mos
State Registrations4 states
NCOHPAWV
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.
Eugene Zrinyi - Financial Advisor | TrueAdvisor