Miguel Duarte

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2020 → Present
  Custom Financial Design
  Phoenix, AZ
• 08/2017 → 12/2017
  1865 Coffee Shop
  Tempe, AZ
• 08/2015 → 12/2020
  Full-Time Education
  Tempe, AZ

Other Businesses

Owner, Mariachi Estrellas Musicales, LLC, musical entertainment; Located in Mesa, AZ; as of 08/05/2022; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-07