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Eugene Richard Weber

Mma Asset Management LLC
24 Years of Experience
BrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
Mma Asset Management LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
303 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$715.2M

Fee Structure

Financial Planning:Investment management only
Annual Retainer:From $10,000/year
Hourly Rate:$250 - $750/hr

Location

101 Huntington Ave, Suite 401, Boston, MA, 02199

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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 is an employee of Marsh & McLennan Agency LLC, an affiliate of MMA Securities LLC, and supports their insurance services. These activities are not investment-related.

Employment History
Current Registrations
Mma Asset Management LLC
January 2020 - Present · 6 yrs 1 mo
Mma Securities LLCBroker
January 2020 - Present · 6 yrs 1 mo
Mma Securities LLC
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2014 - January 2020 · 5 yrs 2 mos
The Centurion Group, LLC
January 2011 - December 2019 · 8 yrs 11 mos
Centurion Asset Management, LLC
January 2011 - December 2019 · 8 yrs 11 mos
LPL Financial LLCBroker
November 2010 - November 2014 · 4 yrs
Nrp Advisors, INC.
March 2008 - December 2010 · 2 yrs 9 mos
Nrp Financial, INC.Broker
March 2007 - November 2010 · 3 yrs 8 mos
Nrp Financial, INC.
March 2007 - October 2008 · 1 yr 7 mos
Sterling Investment Advisors LTD.
May 2006 - January 2010 · 3 yrs 8 mos
American Financial Management Group, LTD.
March 2004 - November 2006 · 2 yrs 8 mos
Walnut Street Securities, INC.Broker
December 2003 - April 2007 · 3 yrs 4 mos
American Express Financial Advisors, INC.
July 2003 - October 2003 · 3 mos
American Express Financial Advisors INC.Broker
November 2000 - October 2003 · 2 yrs 11 mos
Ids Life Insurance CompanyBroker
November 2000 - October 2003 · 2 yrs 11 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Eugene Richard Weber - Financial Advisor | TrueAdvisor