Bertin Marc Stuckart

Current Employers

Employment History

• 04/2009 → 06/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hilton Head Island, SC
• 12/2009 → 06/2020
  Bank Of America, Na
  Hilton Head Island, SC
• 06/2020 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2020 → Present
  Summit Financial Group
  Boca Raton, FL
• 06/2020 → Present
  Atlantic Investors
  Hilton Head Island, SC
• 04/2019 → 06/2022
  United Way Of Lowcountry
  Beaufort, SC
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-06-04 → 2021-05-20
  Summit Financial Group Inc
  Hilton Head Island, SC
• 2009-04-22 → 2020-06-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hilton Head Island, SC
• 2002-07-03 → 2009-05-05
  Ubs Financial Services Inc.
  Savannah, GA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, ANNUITIES, AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: ATLANTIC INVESTMENT ADVISORS GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR SECURITIES BUSINESS START DATE: 5/2020 POSITION/TITLE/RELATIONSHIP: OWNER/FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE SECURITIES AND INSURANCE SERVICES TO CLIENTS; 3. NAME OF OTHER BUSINESS: UNITED WAY OF THE LOW COUNTRY; INVESTMENT RELATED: NO; ADDRESS: 1277 RIBAULT RD, BEAUFORT, SC 29910; NATURE OF BUSINESS: BOARD; START DATE: 3/2023; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: HELP DIRECT & OVERSEE OPERATIONS OF THE AGENCY; 4. NAME OF OTHER BUSINESS: SHELL HALL PROPERTY OWNERS ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: 110 TRADERS CROSS STE 203-207 BLUFFTON, SC 29909; NATURE OF BUSINESS: HOMEOWNERS ASSOCIATION; START DATE: 08/2023; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: PROVIDING INSIGHT AND OVERVIEW TO OPERATIONS, MAINTAINING PROPERTY;

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-06-19
• S63 Uniform Securities Agent State Law Examination
  1984-08-31

Other Names

• Jr Bertin Marc Stuckart
• Marc B Stuckart