Sharon A. Almeida

DUET ADVISORY SERVICES

Pleasonton, CA 94588

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CRD#: 1768103

Professional summary

Sharon Anne Almeida, who also goes by Sharon Anne Friehammer, is a registered financial advisor currently at DUET ADVISORY SERVICES LLC located in Pleasonton, California and PRIVATE CLIENT SERVICES, LLC located in Pleasanton, California.

Sharon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Sharon has worked at 11 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sharon Anne Friehammer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sharon Anne Almeida's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 1, 2016 - Present

DUET ADVISORY SERVICES LLC

Office #1: 5890 Stoneridge Dr Suite 103, Pleasonton, CA 94588

RIA

CRD#: 283584

Pleasonton, CA

Current

March 28, 2018 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 5890 Stoneridge Drive #103, Pleasanton, CA 94588

RIA

CRD#: 120222

Pleasanton, CA

Past

June 30, 2016 - March 28, 2018

CALTON & ASSOCIATES, INC.

CRD#: 20999

Pleasanton, CA

Past

December 23, 2008 - July 1, 2016

VSR FINANCIAL SERVICES, INC.

RIA

CRD#: 14503

PLEASANTON, CA

Past

December 19, 2008 - July 1, 2016

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

PLEASANTON, CA

Past

March 20, 2003 - November 10, 2006

CENTS & SENSIBILITY

RIA

CRD#: 135151

PLEASANTON, CA

Past

March 6, 2001 - December 22, 2008

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

PLEASANTON, CA

Past

July 25, 2000 - December 22, 2008

FSC SECURITIES CORPORATION

CRD#: 7461

PLEASANTON, CA

Past

July 5, 1994 - July 19, 2000

CUE FINANCIAL GROUP, INC.

CRD#: 21033

PHOENIX, AZ

Past

May 2, 1990 - August 12, 1994

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

April 25, 1990 - August 12, 1994

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

November 8, 1988 - April 25, 1990

UR FINANCIAL, INC.

CRD#: 10509

Past

December 1, 1987 - January 24, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DUET ADVISORY SERVICES LLC

CENTS & SENSIBILITY, INC. | STAR WEALTH MANAGEMENT CORPORATION | DUET ADVISORY SERVICES LLC

CRD#: 283584 / SEC#: 801-130758

RIA

Registered Investment Advisory firm - (7/26/2024 Approved)

California

Registered Investment Advisory firm - (8/30/2024 Terminated)

Michigan

Registered Investment Advisory firm - (8/8/2024 Terminated)

Texas

Registered Investment Advisory firm - (7/31/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(3/28/2018)

IAR

California
(7/1/2016)

California
(3/28/2018)

Colorado
(3/28/2018)

Florida
(1/25/2022)

IAR

Michigan
(7/6/2016)

Missouri
(11/23/2020)

Nevada
(3/28/2018)

Oklahoma
(3/28/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/12/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/24/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/21/1987

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

DUET ADVISORY SERVICES LLC

CENTS & SENSIBILITY, INC. | STAR WEALTH MANAGEMENT CORPORATION | DUET ADVISORY SERVICES LLC

CRD#: 283584 / SEC#: 801-130758

RIA

Registered Investment Advisory firm - (7/26/2024 Approved)

California

Registered Investment Advisory firm - (8/30/2024 Terminated)

Michigan

Registered Investment Advisory firm - (8/8/2024 Terminated)

Texas

Registered Investment Advisory firm - (7/31/2024 Terminated)

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Contact information

Main Address

30400 Telegraph Rd. Suite 115, Bingham Farms, MI 48025

Mailing Address

Phone number

(248) 723-4321

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE AND ADV PART 2B BROCHURE SUPPLEMENT (12/3/2025)

Regulatory assets under management

Total Number of Accounts	762
AUM (Assets Under Management)	$ 277,883,875

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Sharon A. Almeida

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sharon Anne Almeida's CRS (Customer Relationship Summary).

Certified licenses

Experience

DUET ADVISORY SERVICES LLC

PRIVATE CLIENT SERVICES, LLC

CALTON & ASSOCIATES, INC.

VSR FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

CENTS & SENSIBILITY

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

CUE FINANCIAL GROUP, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

UR FINANCIAL, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

Primary Firm SEC Registration

DUET ADVISORY SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/12/2001

Series 63

Date: 8/24/1989

SIE

Date: 10/1/2018

Series 7

Date: 11/21/1987

FINRA

Current Firm

DUET ADVISORY SERVICES LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DUET ADVISORY SERVICES LLC

TRUST BUT VERIFY

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