Mitchell Metz, financial advisor Marlton NJ
96 score

Mitchell Metz

CRD Number: 1417894
Current Firm: Rtd Financial Advisors Inc.

Mitchell Metz (CRD# 1417894) is an Investment Advisor Representative working at Rtd Financial Advisors Inc. in Marlton, NJ and has over 30 years of experience in the finance industry. Mitchell Metz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rtd Financial Advisors Inc. Philadelphia, PA Mar 2016 - Current < 1
Pinnacle Financial Advisors, LLC Marlton, NJ Dec 2000 - Mar 2016 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1986
Contact Info for Mitchell J. Metz
Phone Number: 215-557-3800
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    980
    MILLIONS
  • Total Number of Accounts
    470
    ACCOUNTS
  • Average Account Value
    $2,084,979
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, DE, FL, GA, LA, MD, NC, NJ, NY, PA, RI, SC, TX, VA, VT

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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