BS
Bertin M. Stuckart
CETERA INVESTMENT ADVISERS LLC
BLUFFTON, SC 29910
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CRD#: 1281643
BS
Professional summary
Bertin Marc Stuckart JR, who also goes by Jr Bertin Marc Stuckart, Marc B Stuckart, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Bluffton, South Carolina and CETERA WEALTH SERVICES, LLC located in Bluffton, South Carolina.
Bertin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Bertin has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 10, Series 9 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jr Bertin Marc Stuckart | Marc B Stuckart
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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;
CRS (Client Relationship Summary) - RIA
Click below to view Bertin Marc Stuckart JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 12 Palmetto Way Unit A First Floor, Bluffton, SC 29910RIA
CRD#: 105644
BLUFFTON, SC
Current
June 3, 2020 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 12 Palmetto Way Unit A First Floor, Bluffton, SC 29910BD
CRD#: 13572
Bluffton, SC
Past
May 20, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
HILTON HEAD ISLAND, SC
Past
June 4, 2020 - May 20, 2021
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
HILTON HEAD ISLAND, SC
Past
April 22, 2009 - June 4, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
HILTON HEAD ISLAND, SC
Past
April 22, 2009 - June 4, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
HILTON HEAD ISLAND, SC
Past
July 3, 2002 - May 5, 2009
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
SAVANNAH, GA
Past
May 4, 2001 - May 5, 2009
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
SAVANNAH, GA
Past
March 30, 1990 - May 7, 2001
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
ST. LOUIS, MO
Past
August 27, 1984 - April 12, 1990
THE ROBINSON-HUMPHREY COMPANY, LLC
BD
CRD#: 723
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/5/2020)
RR
Arizona(6/9/2020)
RR
Arkansas(7/17/2020)
RR
California(6/4/2020)
RR
Colorado(8/14/2020)
RR
Connecticut(6/8/2020)
RR
Delaware(6/8/2020)
RR
District of Columbia(6/16/2020)
RR
Florida(6/5/2020)
RR
Georgia(6/4/2020)
RR
Illinois(6/18/2020)
RR
Indiana(6/3/2020)
RR
Kentucky(6/11/2020)
RR
Louisiana(6/5/2020)
RR
Maine(6/11/2020)
RR
Maryland(6/3/2020)
RR
Massachusetts(7/28/2020)
RR
Michigan(7/13/2021)
RR
Missouri(7/8/2020)
RR
New Hampshire(6/18/2020)
RR
New Jersey(6/18/2020)
RR
New Mexico(6/5/2020)
RR
New York(6/8/2020)
RR
North Carolina(6/10/2020)
RR
Ohio(6/4/2020)
RR
Pennsylvania(6/8/2020)
RR
South Carolina(6/5/2020)
IAR
South Carolina(6/29/2023)
RR
Texas(6/4/2020)
IAR
Texas(6/29/2023)
RR
Virginia(6/8/2020)
RR
Washington(6/5/2020)
RR
West Virginia(6/15/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 6/5/1991
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Bluffton, SC 29910TRUST BUT VERIFY
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