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William Andrew Johnstone

Investment adviser representative at Cetera Investment Advisers LLC
16 yearsExperience
2 statesRegistered 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.

  1. Cetera Investment Advisers LLCJan 2026 to now
  2. Cetera Wealth Services, LLCOct 2025 to now
  3. AramarkAug 2025 to Oct 2025
  4. Wesley Commons Retirement CommunityAug 2024 to Jul 2025
  5. Fatz CafeApr 2022 to May 2023
  6. Nylife Securities LLCJun 2020 to Oct 2025
  7. New York Life Insurance CoApr 2020 to Oct 2025
  8. Chili'sSep 2019 to Aug 2021
  9. MML Investors Services, LLCMar 2017 to Jan 2020
  10. MassmutualJul 2016 to Jan 2020
  11. Metlife Securities Inc.Jan 2015 to Mar 2017
  12. Self-employedJan 2010 to Oct 2025

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 66 · Uniform Combined State Law2010
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (MD, SC).

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
2954128
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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