Alexander Beard (USA) Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Alexander Beard (USA) Inc. advises individuals, including high‑net‑worth clients, and provides services to pension and retirement plan sponsors. Its offerings include pension transfer reports for existing UK pension plans, discretionary and limited non‑discretionary portfolio management, retirement‑plan consulting, and broader financial and investment consulting.
The firm typically manages accounts on a discretionary basis, tailoring asset allocation and ongoing rebalancing to clients’ stated objectives and risk tolerances. It uses a mix of analytical approaches (fundamental, technical, cyclical and charting) and frequently engages third‑party sub‑advisors — including non‑U.S. discretionary fund managers — to implement specialized strategies.
Alexander Beard (USA) Inc. is SEC‑registered but maintains its principal office outside the United States and is affiliated with a network of Alexander Beard entities in other jurisdictions; the firm is owned by an Employee Ownership Trust. That ownership and affiliation support a niche practice advising former UK residents with UK‑based pension assets and coordinating with UK pension trustees and non‑U.S. custodial platforms, a client profile and operating setup that is uncommon among similarly sized SEC‑registered advisory firms.
Client services
Occupation focus
Fee options
Up to $400 per hour for consulting services
Account minimum: $100,000 Minimum fee: Negotiable fixed fee starting at $2,500 for pension consulting services Fee-only: Portfolio management fee up to 1.00% annually of assets under management, payable monthly or quarterly in arrears; fees may be waived or negotiated lower
Main office
1670 S. Amphlett Blvd., Suite 214 49
San Mateo CA 94402
Advisors at this office
2
Most active in
California · Florida · Louisiana · Massachusetts · New Hampshire · New Jersey · New York · Texas
Also doing business as
Alexander Beard (Usa) Inc. · Alexander Beard (Usa), Inc. · Alexander Beard (Usa), LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Melissa E
Series 63, Series 65
San Mateo, CA
Alexander Beard (USA) Inc.
Melissa Eugenio is a financial advisor at Alexander Beard (USA) Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Alexander Beard since 2018, following prior roles including five years at ABD Retirement Services, Inc. Outside of her advisory work, she is a Bikram yoga instructor, teaching weekly classes at Being Yoga. Alexander Beard (USA) Inc. provides advisory services primarily to individuals and retirement plans, focusing on UK citizens or former UK residents living in the U.S. with UK-based pension accounts. The firm offers pension consulting, portfolio management, and financial planning, tailoring advice to client goals and working with pension trustees to facilitate pension transfers and flexible arrangements.
Mark J
Series 65
San Mateo, CA
Alexander Beard (USA) Inc.
Mark James is a financial advisor at Alexander Beard (USA) Inc. with 13 years of industry experience. He holds a Series 65 designation and has been with Alexander Beard (USA) LLC since 2014. Alexander Beard (USA) Inc. advises individuals, including high-net-worth clients, as well as pension and retirement plan sponsors. The firm provides pension transfer reports, discretionary and limited non-discretionary portfolio management, and retirement-plan consulting, often managing accounts on a discretionary basis with a combination of analytical approaches and third-party sub-advisors.
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