William Andersen
William Andersen is a registered investment advisor at Cetera Investment Advisers LLC, based in Commack, NY, with 17 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
6500 Jericho Turnpike, Ste 206, Commack, NY, 11725
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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 Activities
William is involved in two outside business activities: Professional Tax Savers/Suffolk Service Bureau (personal income tax preparation and DBA for investment business) and Hoffman & Bentovim (tax return preparation). He spends a few hours per week on each activity.
Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Invest Financial CorporationBroker
State Registrations20 states
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