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William Stuckart

9 Years of Experience
Bluffton, SC
BrokerSells Insurance

William Stuckart is a registered investment advisor at Cetera Investment Advisers LLC, based in Bluffton, SC, with 9 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

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

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

William is an owner and financial advisor at Atlantic Investment Advisory Group, providing securities and insurance services to clients, dedicating full-time hours to this role. He also serves as Membership Chairman for Vanlandingham Rotary Board and Treasurer for Harbor 20 Fleet 3, spending minimal time on these non-profit activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2020 - Present · 5 yrs 11 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 IncorporatedBroker
May 2016 - June 2020 · 4 yrs 1 mo
State Registrations19 states
ALAZCAFLGALAMDMEMINCNJNMNYOHPASCTXVAWV
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.
William Stuckart - Financial Advisor | TrueAdvisor