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Duncan Meaney

The Social Equity Group, INC.
42 Years of Experience
San Francisco, CA
4 Disclosures
View SEC Summary
View SEC Summary

Duncan Meaney is a registered investment advisor at The Social Equity Group, INC., based in San Francisco, CA, with 42 years of industry experience. Duncan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

The Social Equity Group, INC.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$106.1M

Fee Structure

Investment management only (planning not offered)
  • General investment consulting — $200 per hour for advice on securities and investments
Hourly Rate:$200/hr
View Full SEC Brochure

Location

San Francisco, CA

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 2013
Final
Regulatory
March 2003
Final
Customer Dispute
March 1996
Settled
Regulatory
January 1995
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Duncan is the President and an Investment Adviser Representative of The Social Equity Group, Inc., a Registered Investment Advisor (RIA). This activity is investment-related.

Employment History
Current Registrations
The Social Equity Group, INC.
January 1993 - Present · 33 yrs 9 mos
Previous Registrations
LPL Financial LLC
June 2025 - September 2026 · 1 yr 3 mos
Western International Securities
August 2017 - November 2022 · 5 yrs 3 mos
Western International Securities, INC.Broker
August 2017 - November 2022 · 5 yrs 3 mos
Financial West Group
July 2008 - August 2017 · 9 yrs 1 mo
Financial West GroupBroker
November 1991 - August 2017 · 25 yrs 9 mos
Progressive Asset Management, INC.Broker
November 1987 - October 1991 · 3 yrs 11 mos
Protected Investors of AmericaBroker
December 1985 - November 1987 · 1 yr 11 mos
Parnassus InvestmentsBroker
September 1985 - December 1985 · 3 mos
Working Assets Limited PartnershipBroker
September 1983 - December 1985 · 2 yrs 3 mos
State Registrations2 states
CATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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