A complete list of active advisors currently associated with Duet Advisory Services LLC

Warmer can help you find a great advisor at Duet Advisory Services LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Duet Advisory Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.