Atlanta, GA W Paces Ferry Road NW Office
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Cetera
Institution
Firm-wide stats for Cetera
About
Cetera Investment Advisers LLC is an SEC‑registered adviser that distributes its services through a large nationwide network of independent advisors and serves individuals (both non‑HNW and high‑net‑worth), employer‑sponsored retirement plans, corporate and charitable clients, and institutional accounts. Its offerings include discretionary and non‑discretionary portfolio management, financial planning and consulting, ERISA 3(21) and 3(38) retirement services, wrap and non‑wrap program platforms, and access to third‑party money managers.
The firm operates as a multi‑manager platform in which advisors may implement model portfolios provided by an affiliated manager (CIM), select unaffiliated third‑party managers, or construct bespoke strategies; program options range from automated InvestPath allocations to direct indexing, private client overlays, and unified managed accounts. Accounts are run under a mix of discretionary and non‑discretionary authorities and across multiple program structures and custodial relationships, with ongoing supervision and annual client reviews described in the ADV.
Notable features include scale — the ADV reports over $256 billion in assets under management, more than 10,000 advisors and roughly 800,000 clients — and a suite of affiliations (an affiliated trust company, affiliated model provider, strategic fund and ETP partner arrangements, and cash‑sweep programs) that shape product availability and revenue flows. The ADV also discloses recent regulatory settlements with the SEC (described in 2021, 2022 and 2024) and identifies an affiliation with a municipal advisor, both of which prospective clients should review alongside the brochure’s descriptions of revenue‑sharing, sweep arrangements and other program‑level conflicts of interest.
Based on Cetera
Expertise
Based on Cetera
Location
121 W Paces Ferry Road NW
Atlanta GA 30305
Advisors at this office
3
Advisors at this office
Freddy M
Series 63, Series 66
Atlanta, GA
Cetera
Freddy Mcculloch Jr. is a financial advisor at Cetera with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Cetera and Regions Bank since 2020, following six years at Synovus Bank and Synovus Securities. His other business activities include serving as a wealth advisor at Regions Bank, focusing on customer service, deposit accounts, loans, and credit card applications. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and manages over $256 billion in assets.
William M
CFP®, Series 66, Series 63
Atlanta, GA
Cetera
William Mccartney Jr. is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Cetera in Atlanta, GA. His prior experience includes roles at Truist Bank, Regions Bank, LPL Financial, Spire Wealth Management, and Merrill. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through various program structures and third-party manager options.
Warren M
Series 66
Atlanta, GA
Cetera
Warren Mitchell II is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including JP Morgan Securities, Bank of America Private Bank, and Charles Schwab. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customizable strategies across various program structures and custodial relationships.
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