Amelia Metzler, financial advisor Pennington NJ

Amelia Metzler

CRD Number: 6804357
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Amelia Metzler (CRD# 6804357) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ and has 1 year of experience in the finance industry.

Similar Advisors
Mostafa Aamer, financial advisor Pennington NJ
Mostafa Aamer
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Mark Abadir, financial advisor Pennington NJ
Mark A. Abadir
CRD# 2130640
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
John Abbracciamento, financial advisor Pennington NJ
John A. Abbracciamento
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Jul 2019 - Current 1
Unemployed Highlands Ranch, CO Dec 2018 - Jul 2019 < 1
Saint Francis University Loretto, PA Aug 2015 - Dec 2018 3
Bank Of America Merrill Lynch Pennington, NJ Jun 2018 - Aug 2018 < 1
North Star Resource Group Denver, CO Jun 2017 - Aug 2017 < 1
Saint Francis University Loretto, PA Feb 2017 - May 2017 < 1
Victoria's Secret Littleton, CO Dec 2016 - Jan 2017 < 1
Situs Real Estate Corporation Englewood, CO Jun 2016 - Aug 2016 < 1
Saint Francis University Loretto, PA Feb 2016 - May 2016 < 1
Chatfield Senior High School Littleton, CO Aug 2010 - May 2015 4
Virgilios's Pizzeria & Wine Bar Littleton, CO May 2013 - Aug 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Amelia J. Metzler
Phone Number: 800-637-7455
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.