Bluffton, SC 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
Bluffton SC
Advisors at this office
4
Advisors at this office
Zeth W
Series 66
Bluffton, SC
Cetera
Zeth Walters is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. He has worked at Cetera since 2013 and has been involved in business ownership, including co-owning a fitness gym where he participates in business planning, coaching, and training. Walters also maintains roles as an insurance agent offering fixed and group retirement annuities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with a range of discretionary and non-discretionary investment and retirement services, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.
Sean C
Series 63, Series 66
Bluffton, SC
Cetera
Sean Casey is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cetera and its related entities since 2004. Casey serves on the board of the Rose Hill Plantation Home Owners Association in Bluffton, SC. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a large nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions, offering a range of portfolio management and financial planning services through multiple program platforms and custodial relationships.
Justin M
Series 63, Series 65
Bluffton, SC
Cetera
Justin Marcus is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at VOYA Financial Advisors and ownership of Jstntym Financial & Insurance Solutions, Inc. He is also licensed as an insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that incorporates affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.
Archie O
PFS™, Series 63, Series 65
Bluffton, SC
Cetera
Archie Odom Jr. is a financial advisor at Cetera with 29 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Cetera, he spent many years with Avantax Advisory Services and operated A Creig Odom, CPA, PA. He conducts financial planning and investment services under the name A. Creig Odom. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform providing diverse investment options.
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