Unclaimed Profile

Duncan John Meaney

THE SOCIAL EQUITY GROUP, INC.·BERKELEY, California

THE SOCIAL EQUITY GROUP, INC.

2550 9TH STREET, BERKELEY, CA 94710CRD# 1124359Firm CRD# 123747

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Duncan John Meaney · BERKELEY, CA

Registration

CRD #1124359 · THE SOCIAL EQUITY GROUP, INC.

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Duncan John Meaney is a registered financial advisor based in BERKELEY, California, affiliated with THE SOCIAL EQUITY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

THE SOCIAL EQUITY GROUP, INC.

AUM

$49M

Regulatory assets under management

Employees

Total firm employees

View all advisors at THE SOCIAL EQUITY GROUP, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 1124359

Firm CRD# 123747

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Duncan John Meaney offer?

Duncan John Meaney specializes in Investment Management, Wealth Management. Contact their office in BERKELEY, California for a consultation.

What are Duncan John Meaney's credentials?

Duncan John Meaney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Duncan John Meaney located?

Duncan John Meaney is based in BERKELEY, California, working with THE SOCIAL EQUITY GROUP, INC.. Their office serves clients in the BERKELEY metropolitan area and surrounding communities.

How does Duncan John Meaney charge for services?

Duncan John Meaney's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE SOCIAL EQUITY GROUP, INC.?

THE SOCIAL EQUITY GROUP, INC. has approximately 1 employees and manages $49M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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