Duncan Macmillan Varela
Investment adviser representative at Sharebuilder 401k
9 yearsExperience
1 stateRegistered in
$0Firm assets
7 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Sharebuilder 401kMar 2022 to now
- Sharebuilder AdvisorMar 2022 to now
- Eagle Strategies LLCMar 2022 to Mar 2022
- Nylife Securities LLCNov 2021 to Feb 2022
- New York Life Insurance CoOct 2021 to Mar 2022
- Seidman Capital GroupSep 2021 to Feb 2022
- Chapin PaintingJun 2021 to Jul 2021
- The RamAug 2020 to Nov 2020
- AmazonMay 2020 to Aug 2020
- Tutta BellaJun 2019 to Aug 2019
- Regal CinemasDec 2017 to Jan 2019
- University of Puget SoundAug 2017 to May 2021
- Interlake High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (WA).
Sharebuilder 401k
Legal name: Sharebuilder Advisors, LLC
$0Assets managed
5,500Clients
17Advisers
7 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
- 7448779
- Firm CRD
- 300537