Duet Advisory Services LLC

Duet Advisory Services LLC (CRD# 283584) is a financial advisory firm headquartered in Bingham Farms, MI. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MI

Financial Advisors at Duet Advisory Services LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brigid Mulroy
CRD#: 4258545
30850 Telegraph Rd,, Suite 100, Bingham Farms, MI 48025
96
Wealthminder
score

Brigid Mulroy (CRD# 4258545) is an Investment Advisor Representative working at Duet Advisory Services LLC in Bingham Farms, MI and has over 16 years of experience in the finance industry. Brigid Mulroy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Sharon A. Almeida
CRD#: 1768103
5890 Stoneridge Dr, Suite 103, Pleasanton, CA 94588
93
Wealthminder
score

Sharon Almeida (CRD# 1768103) is an Investment Advisor Representative working at Duet Advisory Services LLC in Pleasanton, CA and has over 27 years of experience in the finance industry.

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