Justin Keith Kiddy

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

• 10/2004 → 01/2026
  Mccay, Kiddy & Associates
  Mt. Pleasant, SC
• 08/2014 → 09/2025
  Avantax Investment Services, Inc.
  Mount Pleasant, SC
• 08/2014 → 09/2025
  Avantax Insurance Agency Llc
  Mount Pleasant, SC
• 08/2014 → 09/2025
  Avantax Advisory Services
  Mount Pleasant, SC
• 08/2011 → 01/2026
  Justin Kiddy
  Mount Pleasant, SC
• 03/2008 → Present
  Moultrie Llc
  Mount Pleasant, SC
• 05/2021 → 08/2025
  Veris Llc
  Mount Pleasant, SC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Mount Pleasant, SC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-08-19 → 2025-09-05
  Avantax Advisory Services
  Mount Pleasant, SC
• 2010-04-12 → 2014-08-29
  New England Securities
  Charlotte, NC
  Mt. Pleasant, SC
  Mt. Pleasant, SC
  Charleston, SC

Other Businesses

1) Moultrie LLC~'NIR'~1156 Bowman Road, Suite 100-A~Mount Pleasant~SC~29464~Rental Property Owner/Management~Owner/Sole Proprietor~3/1/2008~1hrs~1hrs~Manage rental property

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-02-23
• S63 Uniform Securities Agent State Law Examination
  2010-02-05

Designations

• Personal Financial Specialist

Other Names

• Justin Kiddy