Gregory MetzlerCRD Number: 6249225
Current Firm: Conrad Siegel Investment Advisors
Gregory Metzler (CRD# 6249225) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 4 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Royal Alliance Associates, Inc.
|Conrad Siegel Investment Advisors Inc.||Harrisburg, PA||Aug 2013 - Current||4|
|Conrad Siegal Actuaries||Harrisburg, PA||Feb 1995 - Aug 2013||18|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
Total Assets Under Management3,014MILLIONS
Total Number of Accounts336ACCOUNTS
Average Account Value$8,970,593
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NY, PA, TX