William Creighton Stuckart

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

• 04/2016 → 06/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hilton Head Island, SC
• 05/2016 → 06/2020
  Bank Of America, N.A.
  Hilton Head Drive, SC
• 06/2020 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2020 → 05/2021
  Summit Financial Group
  Boca Raton, FL
• 06/2016 → 01/2024
  Lowcounty Legal Volunteers
  Okatie, SC
• 05/2020 → Present
  Atlantic Investment Advisory Group
  Hilton Head Island, SC
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-06-03 → 2021-05-20
  Summit Financial Group Inc
  Hilton Head Island, SC
• 2016-06-13 → 2020-06-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hilton Head Island, SC

Other Businesses

(1) NAME OF OTHER BUSINESS: ATLANTIC INVESTMENT ADVISORY GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SECURITIES AND INSURANCE; START DATE: 05/2020; POSITION/TITLE/RELATIONSHIP: OWNER - FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PROVIDE SECURITIES AND INSURANCE SERVICES TO CLIENTS; (2) NAME OF OTHER BUSINESS: VANLANDINGHAM ROTARY BOARD; INVESTMENT RELATED: NO ADDRESS: 1 SAND SHARK DRIVE HILTON HEAD ISLAND SC 29928; NATURE OF BUSINESS: NON PROFIT; START DATE: 6/2019; POSITION/TITLE/RELATIONSHIP: MEMBERSHIP CHAIRMAN; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: IN CHARGE OF NEW MEMBER INITIATIVE AND ORIENTATION, ASSIST WITH DIRECTION OF CLUB, FUND RAISING AND GIFTS; (3) NAME OF OTHER BUSINESS: HARBOR 20 FLEET 3; INVESTMENT RELATED: NO; ADDRESS: 10 YACHT CLUB DR HILTON HEAD ISLAND, SC 29926; NATURE OF BUSINESS: BOARD; START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COLLECT DUES, SENDING CHECKS THAT ARE APPROVED BY THE BOARD;

Exams

• S66 Uniform Combined State Law Examination
  2016-06-10

Other Names

• William Stuckart
• William C Stuckart