Eugene Ganeles
Eugene Ganeles is a registered investment advisor at Cetera Investment Advisers LLC, based in Monterey, CA, with 14 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
Firm Size
IM Fee
Assets Under Management
Location
1900 Garden Road, Ste 240, Monterey, CA, 93940
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eugene is a trustee, a member of CPA Connect, and the owner of Ganeles & Associates, a CPA firm, taking up nearly all of his time. He is also a member of the Monterey Peninsula Chamber of Commerce and the Rotary Club of Monterey, and an agent with Avantax Insurance Agency, potentially selling various annuities and variable insurance products.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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