David E Duncan
Chief Compliance OfficerMonterey Wealth Partners LLCCRD 6027905
About David E Duncan
David E Duncan is listed as Chief Compliance Officer at Monterey Wealth Partners LLC in Atlanta, GA. Form ADV reports a beneficial ownership band of Under 5%. David E Duncan is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Monterey Wealth Partners LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does David E Duncan work?
David E Duncan is listed as Chief Compliance Officer at Monterey Wealth Partners LLC on SEC Form ADV.
How much of Monterey Wealth Partners LLC does David E Duncan own?
Form ADV reports a beneficial ownership band of Under 5%.
Monterey Wealth Partners LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |
Monterey Wealth Partners LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2022 |