ME
ME

Melissa Jean Eugenio

25 Years of Experience
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
67 clients
Average Client Portfolio
$596K average
Assets Under Management
$39.9M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

1670 S. Amphlett Blvd., Suite 214-49, San Mateo, CA, 94402

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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 Activities

Melissa is a self-employed yoga instructor at Being Yoga since 2003, teaching one class per week. This requires a few hours per week and does not occur during trading hours.

Employment History
Current Registrations
Alexander Beard (USA) INC.
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Alexander Beard (USA), LLC
November 2018 - December 2018 · 1 mo
Abd Retirement Services, INC.
December 2014 - October 2017 · 2 yrs 10 mos
Abd Retirement Services, INC.Broker
December 2014 - October 2017 · 2 yrs 10 mos
Financial Telesis, INC.
July 2012 - December 2014 · 2 yrs 5 mos
Financial Telesis INCBroker
July 2012 - December 2014 · 2 yrs 5 mos
Wells Fargo Insurance Services Investment Advisors, INC.
November 2011 - July 2012 · 8 mos
Wells Fargo Insurance Services Investment Advisors, INC.Broker
January 2010 - July 2012 · 2 yrs 6 mos
Wells Fargo Insurance Services Investment Advisors, INC.Broker
July 2003 - December 2009 · 6 yrs 5 mos
Financial Network Investment CorporationBroker
February 1999 - July 2003 · 4 yrs 5 mos
State Registrations3 states
CALATX
Advisor
Exams
No exam information available for this advisor.