WN
ChFC
WN
ChFC

William Narduzzi

37 Years of Experience
Morristown, NJ
BrokerSells Insurance

William Narduzzi is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Morristown, NJ, with 37 years of industry experience. William 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

60 Columbia Road, Building B, Suite 200, Morristown, NJ, 07960

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

William is involved in several fixed insurance sales activities, including roles at Allied Wealth Partners, Liberty Co., Strategic Benefits Group, and SWG Partners LLC. He also volunteers as a trustee at St Johns Roman Catholic Church and sells life settlements.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2024 - Present · 2 yrs 4 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
February 2018 - March 2019 · 1 yr 1 mo
Securian Financial Services, INC.Broker
July 2017 - August 2023 · 6 yrs 1 mo
MML Investors Services, LLC
March 2017 - July 2017 · 4 mos
MML Investors Services, LLCBroker
March 2017 - July 2017 · 4 mos
Msi Financial Services, INC.
May 2006 - March 2017 · 10 yrs 10 mos
Msi Financial Services, INC.Broker
October 2001 - March 2017 · 15 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
October 2001 - July 2007 · 5 yrs 9 mos
Zachary Jackson Securities, LPBroker
January 1999 - January 1999 · 0 mos
Ws Griffith Securities, INC.Broker
June 1993 - October 2001 · 8 yrs 4 mos
Phoenix Equity Planning CorporationBroker
May 1988 - June 1993 · 5 yrs 1 mo
State Registrations13 states
CADEFLGAILMDMONCNJNYOHPAVA
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.