Eugene Balerna has been Managing Member/CCO of Bedminster since May 2021, is a control person of the firm and directly owns 75% or more of it. Eugene Balerna holds a Master of Science in Finance from Bentley University and a Bachelor of Science in Finance from the University of Massachusetts.
Bedminster L.L.C. is a Bluffton, SC firm with $199M under management, 190 clients and 2 advisers across 2 offices, as of its February 2026 filing.
Gene Balerna, Jr. is President & CIO of The Bedminster Group. His work covers portfolio construction, security selection, trading, prospecting and client reviews. Before joining The Bedminster Group, he was President and Owner of Alpha Investment Advisors, Inc., a registered investment advisory firm based outside Boston, Massachusetts, for 15 years.
Eugene Balerna’s longest registration was 8 years at Alpha Investment Advisors, Inc. (2006–2015). Before joining Bedminster in 2018, Eugene Balerna was registered through Oak Advisors, LLC and Dividend Assets Capital, LLC.
- The Bedminster GroupCurrent– present · 8 yearsBluffton, SC · Adviser representative · Firm CRD 118794
- Oak Advisors, LLC– · under a yearBluffton, SC · Adviser representative · Firm CRD 137192
- Dividend Assets Capital, LLC– · 1 yearRidgeland, SC · Adviser representative · Firm CRD 129973
- Alpha Investment Advisors, Inc.– · 8 yearsWalpole, MA · Adviser representative · Firm CRD 131645
- The Danforth Associates, Inc– · under a yearWellesley, MA · Adviser representative · Firm CRD 107781
- Alpha Investment Advisors, Inc.– · 5 yearsNorton, MA · Adviser representative · Firm CRD 131645
Professional designations
Listed by Bedminster
- CIMA®
Investment adviser representative registrations
Eugene Balerna is registered as an investment adviser representative in South Carolina, since January 2018.
- South CarolinaSince 30 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 October 1998 |
| Series 7 | General Securities Representative Examination | 20 April 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 August 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 July 1992 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Eugene Francis Balerna
- CRD
- 2239066
- Firm
- Bedminster · CRD 118794
- Role
- Managing Member/CCO
- Office
- 36 WILLIAM POPE DR STE 201, Bluffton, SC 29909
- Registration
- Investment adviser registration
- In the industry since
- May 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thebedminstergroup.com
Where does Eugene Balerna work?
Eugene Balerna has been Managing Member/CCO of Bedminster L.L.C. since May 2021, and is a control person of the firm.
Is Eugene Balerna a financial advisor?
Yes. Eugene Balerna has a current investment-adviser registration in South Carolina, through Bedminster since January 2018.
How many years of experience does Eugene Balerna have?
Eugene Balerna has 26 years in the financial industry, since May 2000, across 5 adviser firms.
What exams has Eugene Balerna passed?
Eugene Balerna has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 65. The earliest, the Series 63, was passed in July 1992.
Where did Eugene Balerna work before Bedminster?
Before Bedminster, Eugene Balerna was registered through Oak Advisors, LLC, September 2016 to July 2017; Dividend Assets Capital, LLC, March 2015 to September 2016; Alpha Investment Advisors, Inc., April 2006 to March 2015; The Danforth Associates, Inc, March 2005 to March 2006; Alpha Investment Advisors, Inc., October 1999 to October 2005.
Where is Eugene Balerna based?
Eugene Balerna’s registered office is in Bluffton, SC.
Is Eugene Balerna registered with FINRA?
No. Eugene Balerna has no current broker registration.
How can I verify Eugene Balerna’s record?
Search CRD 2239066 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eugene Balerna’s full registration record.