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Duncan Macmillan Varela

Investment Adviser Representative at Sharebuilder 401k

Seattle, WACRD #7448779Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Duncan Macmillan Varela is an investment adviser representative with Sharebuilder 401k in Seattle, WA, where they have been registered since 2022. They have worked in the securities industry since 2021 and were previously registered with Eagle Strategies LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Washington.

Office

801 Second Ave, Suite 1400
Seattle, WA 98104

Advisors at this office: 10

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/25/2022
Series 7
General Securities Representative Examination
Passed 12/23/2021
SIE
Securities Industry Essentials Examination
Passed 10/22/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Sharebuilder 401kCurrent
3/24/2022 – Seattle, WA
Eagle Strategies LLC
3/15/2022 – 3/31/2022Kirkland, WA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Seidman Capital Group
    Sep 2021 – Feb 2022Kirkland, WA
  2. University of Puget Sound
    Jan 2018 – May 2021Tacoma, WA
  3. The Ram
    Aug 2020 – Nov 2020Tacoma, WA
  4. Amazon
    May 2020 – Aug 2020Kent, WA
  5. Tutta Bella
    Jun 2019 – Aug 2019Bellevue, WA
  6. Regal Cinemas
    Dec 2017 – Jan 2019Bellevue, WA
  7. University of Puget Sound
    Aug 2017 – May 2021Tacoma, WA
  8. Interlake High School
    Sep 2013 – Jun 2017Bellevue, WA
  9. Chapin Painting
    Jun 2021 – Jul 2021Bellevue, WA
  10. New York Life Insurance Co
    Oct 2021 – Mar 2022Kirkland, WA
  11. Nylife Securities LLC
    Nov 2021 – Feb 2022Kirkland, WA
  12. Eagle Strategies LLC
    Mar 2022 – Mar 2022Kirkland, WA
  13. ShareBuilder Advisor
    Mar 2022 – no end date reportedSeattle, WA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Sharebuilder 401k

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Seattle, WA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Duncan Macmillan Varela has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Duncan Macmillan Varela (Sharebuilder 401k) | AdvisorFinder