Unclaimed Profile

Sharon Anne Almeida

DUET ADVISORY SERVICES LLC·BINGHAM FARMS, Michigan

SIE, Series 7, Series 63, Series 66Clean record25 years registeredDUET ADVISORY SERVICES LLC

30850 TELEGRAPH RD., BINGHAM FARMS, MI 48025CRD# 1768103Firm CRD# 283584

Profile Verification

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

Identity

Sharon Anne Almeida · BINGHAM FARMS, MI

Registration

CRD #1768103 · DUET ADVISORY SERVICES LLC · 25 years registered

Brand Profile

Not yet started

Career History

DUET ADVISORY SERVICES LLC

Jul 2016 – present

VSR ADVISORY SERVICES

Dec 2008 – Jul 2016

PLEASANTON, CA

CENTS & SENSIBILITY

Mar 2003 – Nov 2006

PLEASANTON, CA

FSC SECURITIES CORPORATION

Mar 2001 – Dec 2008

PLEASANTON, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · March 6, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DUET ADVISORY SERVICES LLC

CRD 283584 · SEC 801-130758

AUM

$239M

Regulatory assets under management

Employees

776 client accounts

Services offered by DUET ADVISORY SERVICES LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DUET ADVISORY SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Sharon Anne Almeida offer?

Sharon Anne Almeida specializes in Financial Planning, Investment Management. Contact their office in BINGHAM FARMS, Michigan for a consultation.

What are Sharon Anne Almeida's credentials?

Sharon Anne Almeida is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sharon Anne Almeida located?

Sharon Anne Almeida is based in BINGHAM FARMS, Michigan, working with DUET ADVISORY SERVICES LLC. Their office serves clients in the BINGHAM FARMS metropolitan area and surrounding communities.

How does Sharon Anne Almeida charge for services?

Sharon Anne Almeida's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DUET ADVISORY SERVICES LLC?

DUET ADVISORY SERVICES LLC has approximately 9 employees and manages $239M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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