WS
William C. Stuckart
CETERA INVESTMENT ADVISERS LLC
BLUFFTON, SC 29910
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CRD#: 5648403
WS
Professional summary
William Creighton Stuckart, CFP®, who also goes by William C Stuckart, William 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.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. William has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William C Stuckart | William 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: 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;
CRS (Client Relationship Summary) - RIA
Click below to view William Creighton Stuckart'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®
CFP®
Start date: 2018
Experience
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
EL SEGUNDO, CA
Past
June 3, 2020 - May 20, 2021
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
HILTON HEAD ISLAND, SC
Past
June 13, 2016 - June 4, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
HILTON HEAD ISLAND, SC
Past
May 16, 2016 - June 4, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
HILTON HEAD ISLAND, SC
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(5/24/2023)
RR
Arizona(6/3/2020)
RR
California(2/24/2025)
RR
Florida(6/3/2020)
RR
Georgia(6/3/2020)
RR
Louisiana(6/3/2020)
RR
Maine(1/22/2024)
RR
Maryland(6/3/2020)
RR
Michigan(6/3/2020)
RR
New Jersey(1/14/2023)
RR
New Mexico(3/28/2024)
RR
New York(11/5/2021)
RR
North Carolina(6/3/2020)
RR
Ohio(6/3/2020)
RR
Pennsylvania(6/3/2020)
RR
South Carolina(6/3/2020)
IAR
South Carolina(6/29/2023)
RR
Texas(6/3/2020)
IAR
Texas(6/29/2023)
RR
Virginia(6/3/2020)
RR
West Virginia(6/3/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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
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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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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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