Chet Haddaway Mcwilliams
Investment adviser representative at Cetera Investment Advisers LLC
31 yearsExperience
2 statesRegistered in
ChFC®Designation
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
31 years in the industry.
- Cetera Investment Advisers LLCJun 2026 to now
- Cetera Wealth Services, LLCJun 2026 to now
- Heights Financial GroupJun 2026 to now
- Hayward Street Properties, LLCJan 2005 to now
- Mcwilliams Financial GroupDec 1995 to now
- Osaic Wealth, Inc.Jan 2025 to Jun 2026
- Lincoln Financial Securities CorporationJul 2008 to Jan 2025
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1641284
- Firm CRD
- 105644