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ME

Melissa J. Eugenio

ALEXANDER BEARD (USA)
San Mateo, CA 94402
Some features on this profile are disabled
CRD#: 3181832
ME

Professional summary

Melissa Jean Eugenio is a registered financial advisor currently at ALEXANDER BEARD (USA) INC. located in San Mateo, California.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Melissa has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SELF-EMPLOYED YOGA INSTRUCTOR AT BEING YOGA. SINCE 06/2003. NOT INVESTMENT-RELATED. 1863 ELCAMINO REAL, BURLINGAME, CA. TITLE-BIKRAN YOGA INSTRUCTOR. DUTIES-TEACH ONE CLASS PER WEEK. 6 HOURS/MONTH. NO HOURS DURING TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Jean Eugenio's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 10, 2019 - Present

ALEXANDER BEARD (USA) INC.

Office #1: 1670 S. Amphlett Blvd. Suite 214-49, San Mateo, CA 94402
RIA
CRD#: 134642
San Mateo, CA
Past

November 1, 2018 - December 31, 2018

ALEXANDER BEARD (USA) INC.

RIA
CRD#: 134642
San Mateo, CA
Past

December 4, 2014 - October 2, 2017

ABD RETIREMENT SERVICES, INC.

RIA
CRD#: 167641
SAN FRANCISCO, CA
Past

December 3, 2014 - October 2, 2017

ABD RETIREMENT SERVICES, INC.

BD
CRD#: 167641
SAN FRANCISCO, CA
Past

July 27, 2012 - December 1, 2014

FINANCIAL TELESIS INC

RIA
CRD#: 31012
SAN MATEO, CA
Past

July 26, 2012 - December 1, 2014

FINANCIAL TELESIS INC

BD
CRD#: 31012
SAN MATEO, CA
Past

November 30, 2011 - July 25, 2012

WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.

RIA
CRD#: 35419
SAN CARLOS, CA
Past

January 21, 2010 - July 25, 2012

WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.

BD
CRD#: 35419
SAN CARLOS, CA
Past

July 1, 2003 - December 31, 2009

WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.

BD
CRD#: 41936
REDWOOD CITY, CA
Past

February 23, 1999 - July 23, 2003

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AB
ALEXANDER BEARD (USA) INC.
ALEXANDER BEARD (USA) INC. | ALEXANDER BEARD (USA), LLC | ALEXANDER BEARD (USA), INC.

CRD#: 134642 / SEC#: 801-120225

RIA
Registered Investment Advisory firm - (2/19/2021 Approved)
California
Registered Investment Advisory firm - (6/30/2021 Terminated)
Florida
Registered Investment Advisory firm - (4/5/2021 Terminated)
Massachusetts
Registered Investment Advisory firm - (4/5/2021 Terminated)
New Jersey
Registered Investment Advisory firm - (6/22/2021 Terminated)
New York
Registered Investment Advisory firm - (4/5/2021 Terminated)
Texas
Registered Investment Advisory firm - (4/5/2021 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/10/2019)
IAR
Louisiana
(5/14/2024)
IAR
Texas
(12/1/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/29/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/30/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/2/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 2/22/1999
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AB
ALEXANDER BEARD (USA) INC.
ALEXANDER BEARD (USA) INC. | ALEXANDER BEARD (USA), LLC | ALEXANDER BEARD (USA), INC.

CRD#: 134642 / SEC#: 801-120225

RIA
Registered Investment Advisory firm - (2/19/2021 Approved)
California
Registered Investment Advisory firm - (6/30/2021 Terminated)
Florida
Registered Investment Advisory firm - (4/5/2021 Terminated)
Massachusetts
Registered Investment Advisory firm - (4/5/2021 Terminated)
New Jersey
Registered Investment Advisory firm - (6/22/2021 Terminated)
New York
Registered Investment Advisory firm - (4/5/2021 Terminated)
Texas
Registered Investment Advisory firm - (4/5/2021 Terminated)
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Contact information

Main Address
14-15 Rossmore Business Village Inward Way, Ellesmere Port, Cheshire, CH65 3EY
Mailing Address
1670 South Amphlett Blvd Suite 214-49, San Mateo, CA 94402
Phone number
(650) 684-0450
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ALEXANDER BEARD (USA), LLC - ADV PART 2A (2021) (3/31/2025)

Regulatory assets under management

Total Number of Accounts75
AUM (Assets Under Management)$ 39,917,826

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ALEXANDER BEARD (USA) INC.

CRD#: 134642San Mateo, CA 94402

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