William J Scanlon

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

• 12/2011 → 07/2019
  Guardian Life Insurance Co Of America
  Haddonfield, NJ
• 12/2011 → 07/2019
  Park Avenue Securities Llc
  Haddonfield, NJ
• 07/2019 → Present
  Guardian Life Insurance Company
  Elmer, NJ
• 07/2019 → 07/2020
  Park Avenue Securities
  Elmer, NJ
• 06/2010 → 10/2024
  The Good Fight
  Cookeville, TN
• 07/2020 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 07/2020 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2020 → Present
  Pinnacle Wealth & Benefits Strategies, Dba For Investment Busine
  Cherry Hill, NJ
• 09/2023 → Present
  Pinnacle Wealth Advisors, Llc
  Turnersville, NJ

Previous Registrations

• 2016-09-27 → 2020-07-30
  Park Avenue Securities Llc
  Elmer, NJ
  Marlton, NJ
  Cherry Hill, NJ
  Cherry Hill, NJ

Other Businesses

1) FIREARMS TRAINING, NOT INVESTMENT RELATED, 30 D THIRD ST, ELMER, NJ, FIREARMS INSTRUCTION, NRA CERTIFIED HANDGUN, RIFLE INSTRUCTOR, CHIEF RANGE SAFETY OFFICER, OWNER, 2H/WEEK, SINCE 01/2017 2) PINNACLE WEALTH & BENEFITS STRATEGIES, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, DBA FOR INVESTMENT BUSINESS, 40H/WEEK, SINCE 07/2020 3) SCANLON CAPITAL MANAGEMENT, NOT INVESTMENT RELATED, 30 D THIRD ST, ELMER, NJ, OWNER, 0H/WEEK, SINCE 12/2014 4) FIXED INSURANCE THROUGH GUARDIAN LIFE INSURANCE COMPANY, NOT INVESTMENT RELATED, ADDRESS: SAME AS REGISTERED LOCATION, SELLS FIXED INSURANCE (LIFE, DISABILITY, LONG-TERM CARE), 30% OF TIME DURING WEEK, SINCE 07/2019 5) NAME OF OTHER BUSINESS: PINNACLE WEALTH ADVISORS, LLC , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 09/2023, POSITION/TITLE/RELATIONSHIP: PARTNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6) NAME OF OTHER BUSINESS: ATLANTIC COUNTY GOVERNMENT; INVESTMENT RELATED: NO; ADDRESS: 1333 ATLANTIC AVE, ATLANTIC CITY, NJ 08401; NATURE OF BUSINESS: VOLUNTEERING; START DATE: 11/2024; POSITION/TITLE/RELATIONSHIP: FIREARMS INSTRUCTOR; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: TRAIN LAW ENFORCEMENT OFFICERS AND CIVILIANS IN FIREARM USE;

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-15
• S63 Uniform Securities Agent State Law Examination
  1995-09-22

Other Names

• Bill Scanlon
• William Joseph Scanlon
• William Joseph Scanlon