William Scanlon
William Scanlon is a registered investment advisor at Cetera Investment Advisers LLC, based in Cherry Hill, NJ, with 30 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
Firm Size
IM Fee
Assets Under Management
Location
51 Haddonfield Rd, Ste 340, Cherry Hill, NJ, 08002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is involved in several business activities, including firearms training, Pinnacle Wealth & Benefits Strategies (his investment business), Scanlon Capital Management, Pinnacle Wealth Advisors LLC, and volunteering as a firearms instructor for Atlantic County Government. He also sells fixed insurance products (life, disability, long-term care) through Guardian Life Insurance Company, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Franklin Financial Services CorporationBroker
State Registrations14 states
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