Bertin Stuckart, financial advisor Bluffton SC

Bertin Stuckart

CRD Number: 1281643
Current Firm: Cetera Investment Advisers LLC

Bertin Stuckart (CRD# 1281643) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bluffton, SC and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Current < 1
Cetera Advisor Networks LLC El Segundo, CA Jun 2020 - Current 3
Summit Financial Group Boca Raton, FL Jun 2020 - Current 3
Atlantic Investors Hilton Head Island, SC Jun 2020 - Current 3
United Way Of Lowcountry Beaufort, SC Apr 2019 - Jun 2022 3
Bank Of America, Na Hilton Head Island, SC Dec 2009 - Jun 2020 10
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hilton Head Island, SC Apr 2009 - Jun 2020 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination Jun 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Bertin M. Stuckart
Phone Number: 310-257-7880
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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