BS
BS

Bertin Stuckart

41 Years of Experience
Bluffton, SC
1 DisclosureBrokerSells Insurance

Bertin Stuckart is a registered investment advisor at Cetera Investment Advisers LLC, based in Bluffton, SC, with 41 years of industry experience. Bertin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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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
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 1 mo
Cetera Wealth Services, LLCBroker
June 2020 - Present · 6 yrs 1 mo
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 Registrations23 states
ALAZCACOCTFLGAINLAMAMDMEMINCNJNMNYOHPASCTXVAWV
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.