Jacqueline Nicole Almeida
Investment adviser representative at Duet Advisory Services LLC
12 yearsExperience
1 stateRegistered in
$316.5MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Duet Advisory Services LLCMay 2021 to now
- Marsh & Mclennan AgencyAug 2018 to Aug 2021
- StudentSep 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Duet Advisory Services LLC
$316.5MAssets managed
283Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6377843
- Firm CRD
- 283584