William J Scanlon
Investment adviser representative at Cetera Investment Advisers LLC
16 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
16 years in the industry.
- Pinnacle Wealth Advisors, LLCSep 2023 to now
- Cetera Investment Advisers LLCJul 2020 to now
- Cetera Financial Specialists LLCJul 2020 to now
- Pinnacle Wealth & Benefits Strategies, dba for Investment BusineJul 2020 to now
- Guardian Life Insurance CompanyJul 2019 to now
- Park Avenue Securities LLCDec 2011 to Jul 2020
- Guardian Life Insurance Co of AmericaDec 2011 to Jul 2019
- The Good FightJun 2010 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 2659560
- Firm CRD
- 105644