Duncan Pirie Sandiland

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1985 → Present
  Sandiland Services/Duncan Sandiland Ea
  Concord, CA
• 09/1997 → 09/2025
  Avantax Investment Services, Inc.
  Pleasant Hill, CA
• 04/2003 → 09/2025
  Avantax Advisory Services
  Pleasant Hill, CA
• 11/2023 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  The Woodlands, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  The Woodlands, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2003-04-03 → 2025-09-05
  Avantax Advisory Services
  The Woodlands, TX

Other Businesses

1) Sandiland Financial Solutions~POBox 131778~Spring~TX~77393~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/1995~160hrs~160hrs~Tax preparation and accounting

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-10-09

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Duncan Pirie Sandiland