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Bertin Stuckart

Cetera Investment Advisers LLC
42 Years of Experience
Bluffton, SC
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Bertin Stuckart is a registered investment advisor at Cetera Investment Advisers LLC, based in Bluffton, SC, with 42 years of industry experience. Bertin is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

Location

12 Palmetto Way Unit A First Floor, Bluffton, SC, 29910

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History

Regulatory History (1)
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Customer Dispute
June 2002
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bertin sells fixed insurance products, including life, annuities, and long-term care, dedicating minimal time to this. He also owns Atlantic Investment Advisors Group, spending nearly full-time providing securities and insurance services, and serves as a board member for United Way and Shell Hall Property Owners Association.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 4 mos
Cetera Wealth Services, LLCBroker
June 2020 - Present · 6 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
June 2020 - May 2021 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2009 - June 2020 · 11 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2009 - June 2020 · 11 yrs 2 mos
UBS Financial Services INC.
July 2002 - May 2009 · 6 yrs 10 mos
UBS Financial Services INC.Broker
May 2001 - May 2009 · 8 yrs
A. G. Edwards & Sons, INC.Broker
March 1990 - May 2001 · 11 yrs 2 mos
The Robinson-Humphrey Company INC.Broker
August 1984 - April 1990 · 5 yrs 8 mos
State Registrations24 states
ALAZCACOCTFLGAINLAMAMDMEMINCNJNMNYOHPASCSDTXVAWV
AdvisorBrokerBoth

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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