Pleasonton, CA Office
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Duet Advisory Services LLC
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About
Duet Advisory Services LLC provides investment advisory, financial planning, and consulting services to individuals, high net worth clients, affiliated trusts and estates, and businesses, offering both discretionary and non-discretionary portfolio management and the option to manage variable annuity subaccounts. The SEC‑registered firm manages roughly $316 million in client assets and serves several hundred client relationships through a small team of advisors.
The firm develops tailored investment objectives with each client and typically allocates assets among mutual funds, ETFs, individual equities, cash, and, for some clients, unaffiliated third‑party Independent Managers accessed via platform sponsors. Clients may be managed directly or through these Independent Managers depending on which firm representative they work with, and the firm provides ongoing monitoring and periodic portfolio reviews.
Distinctive features include an unusually broad office footprint for a firm of its size and an affiliation with an accounting practice through a principal who is a licensed CPA and owner of that accounting firm, enabling referrals or ancillary tax and accounting services. The firm also has relationships with a broker‑dealer and insurance channels that allow optional commission‑based products and platform arrangements that can involve additional third‑party fees or marketing reimbursements, all of which are disclosed as potential conflicts of interest in its ADV.
Based on Duet Advisory Services LLC
Expertise
Based on Duet Advisory Services LLC
Location
5890 Stoneridge Dr, Suite 103
Pleasonton CA 94588
Advisors at this office
2
Advisors at this office
Jacqueline A
Series 65
Pleasanton, CA
Duet Advisory Services LLC
Jacqueline Almeida is a financial advisor at Duet Advisory Services LLC with a Series 65 designation and five years of industry experience. Prior to joining Duet Advisory Services in 2021, she worked at Marsh & McLennan Agency for three years. Duet Advisory Services LLC provides investment advisory, financial planning, and consulting services to individuals, high net worth clients, affiliated trusts and estates, and business entities. The firm manages approximately $278 million for around 288 clients across five offices and offers tailored investment strategies including discretionary and non-discretionary management.
Sharon A
Series 63, Series 66
Pleasonton, CA
Duet Advisory Services LLC
Sharon Almeida is a financial advisor with Duet Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her prior roles include work with Private Client Services and Calton & Associates, Inc., as well as founding Cents & Sensibility, Inc. Outside of advising, she serves as treasurer for the Willow Ridge Owners Association and is vice chair for community outreach and fundraising at Tri-Valley REACH, an organization supporting independent living for adults with intellectual and developmental disabilities. Duet Advisory Services LLC provides investment advisory, financial planning, and consulting services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $316 million in assets, employing a tailored investment approach that includes mutual funds, ETFs, individual equities, and unaffiliated third-party Independent Managers.
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