Chief Compliance Officer · Alexander Beard (USA) Inc.
Paul D. Beard
CRD 4928445 · Named on Form ADV at one SEC-registered adviser
At a glance
Alexander Beard (USA) Inc., an SEC-registered wealth manager based in Ellesmere Port, Cheshire, United Kingdom with $49 million in regulatory assets, lists Paul D. Beard on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Alexander Beard (USA) Inc.Chief Compliance OfficerWealth manager · Ellesmere Port, Cheshire, United Kingdom · $49M in regulatory assets
AtlasMembers
Paul’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.