William Midgely Eastwood
Investment adviser representative at Cetera Investment Advisers LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
21 years in the industry.
- Tax Savants LLCAug 2026 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Cetera Investment Advisers LLCAug 2025 to now
- Eastwood and Associates Wealth Strategies, LLCDec 2023 to now
- Eastwood & AssociatesJan 2005 to now
- Avantax Advisory ServicesOct 2019 to Sep 2025
- Avantax Investment Services, Inc.Oct 2019 to Sep 2025
- Avantax Insurance Services, Inc.Mar 2007 to Sep 2025
- 1st Global Advisors, Inc.Feb 2007 to Oct 2019
- 1st Global Capital Corp.Feb 2007 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 2453988
- Firm CRD
- 105644