SA
Sharon A. Almeida
DUET ADVISORY SERVICES LLC
Pleasonton, CA 94588
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CRD#: 1768103
SA
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.
1) SHARON ALMEIDA; INVESTMENT RELATED; 5890 STONERIDGE DRIVE, SUITE 103, PLEASANTON, CA 94588; INSURANCE AGENT; 1 HOUR PER MONTH DURING TRADING; FIXED AND TRADITIONAL INSURANCE SALES RECEIVES COMMISSION. 2) WILLOW RIDGE OWNERS ASSOCIATION; NOT INVESTMENT RELATED; 5890 STONERIDGE DRIVE, SUITE 103, PLEASANTON, CA 94588; OFFICE BUILDING OWNERS ASSOCIATION; TREASURER; 2013; 1 HOUR PER MONTH DURING TRADING; NON-COMPENSATED TREASURER FOR THE ORGANIZATION. 3) TRI-VALLEY REACH; NOT INVESTMENT RELATED; P. O. BOX 5564, PLEASANTON, CA 94566; REACH BUILDS INCLUSIVE COMMUNITIES FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO LIVE INDEPENDENTLY; VICE CHAIR - COMMUNITY OUTREACH, FUNDRAISING, MARKETING OF SERVICES PROVIDED BY REACH; 20 HOURS PER MONTH; 2 DURING TRADING. 4) CENTS & SENSIBILITY, INC.; INVESTMENT RELATED; 5890 STONERIDGE DRIVE, SUITE 103, PLEASANTON, CA 94550; FINANCIAL PLANNING BUSINESS; 100% OWNER, SPEND 130 HOURS PER MONTH WITH APPROXIMATELY 70% DURING MARKET HOURS AND RECEIVES COMMISSION. 5) OWNER, COMMERCIAL RENTAL PROPERTY, LOCATED AT 5890 STONERIDGE DRIVE SUITE 103 PLEASANTON 94588 1 HOUR PER MONTH DURING MARKET HOURS. RECEIVES RENTAL INCOME. NOT INVESTMENT RELATED. 6) DUET ADVISORY SERVICES LLC; PARTNER; LOCATED AT 30850 TELEGRAPH RD., SUITE 100 BINGHAM FARMS 48025 AND IS INVESTMENT RELATED. SPENDS 130 HOURS PER MONTH ENGAGED IN THIS BUSINESS WITH APPROXIMATELY 70% DURING MARKET HOURS RECEIVING CONSULTING FEES OR % OF ASSETS UNDER MANAGEMENT FEES. 7) OWNER, RESIDENTIAL RENTAL PROPERTY, LOCATED AT 3177 CHATEAU WAY #101 LIVERMORE 94550; 1 HOUR PER MONTH DURING MARKET HOURS. RECEIVES RENTAL INCOME. NOT INVESTMENT RELATED. 8) POA FOR MY COUSIN. 5890 STONERIDGE DR, SUITE 103, PLEASANTON, CA 94588. SERVE AS POA FOR MY COUSIN. POWER OF ATTORNEY. 1 HR/MO; 0 DURING TRADING HRS. 9) TRUSTEE OF THE FRIEHAMMER FAMILY TRUST. 916 MARS COURT, LIVERMORE, CA 94550. ACTING AS TRUSTEE FOR FAMILY MEMBERS. 10) POA FOR MY UNCLE WHO IS IN ASSISTED LIVING; 5890 STONERIDGE DRIVE, PLEASANTON, CA 94566; HANDLE FAMILY FINANCIES FOR FAMILY THAT IS UNABLE TO DO SO WITHOUT ASSISTANCE DUE TO ILLNESS/AGING; 5 HOURS PER MONTH; 0 DURING TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Sharon Anne Almeida's 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®
NoneExperience
Current
July 1, 2016 - Present
DUET ADVISORY SERVICES LLC
Office #1: 5890 Stoneridge Dr Suite 103, Pleasonton, CA 94588RIA
CRD#: 283584
Pleasonton, CA
Current
March 28, 2018 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 5890 Stoneridge Drive #103, Pleasanton, CA 94588RIA
BD
CRD#: 120222
Pleasanton, CA
Past
June 30, 2016 - March 28, 2018
CALTON & ASSOCIATES, INC.
BD
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.
BD
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
BD
CRD#: 7461
PLEASANTON, CA
Past
July 5, 1994 - July 19, 2000
CUE FINANCIAL GROUP, INC.
BD
CRD#: 21033
PHOENIX, AZ
Past
May 2, 1990 - August 12, 1994
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
April 25, 1990 - August 12, 1994
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Past
November 8, 1988 - April 25, 1990
UR FINANCIAL, INC.
BD
CRD#: 10509
Past
December 1, 1987 - January 24, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
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".
DA
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)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.RR
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
RR
Arizona(3/28/2018)
IAR
California(7/1/2016)
RR
California(3/28/2018)
RR
Colorado(3/28/2018)
RR
Florida(1/25/2022)
IAR
Michigan(7/6/2016)
RR
Missouri(11/23/2020)
RR
Nevada(3/28/2018)
RR
Oklahoma(3/28/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
DA
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)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
30850 Telegraph Rd. Suite 100, Bingham Farms, MI 48025
Mailing Address
Phone number
(248) 723-4321
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 762 |
| AUM (Assets Under Management) | $ 277,883,875 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
DUET ADVISORY SERVICES LLC
CRD#: 283584Pleasonton, CA 94588TRUST BUT VERIFY
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