Matthew Metzger, financial advisor Pittsburgh PA
89 score

Matthew Metzger

CRD Number: 6184368
Current Firm: Morgan Stanley

Matthew Metzger (CRD# 6184368) is an Investment Advisor Representative working at Morgan Stanley in Pittsburgh, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Pittsburgh, PA Apr 2013 - Current 3
Unemployed Brookville, OH Sep 2012 - Apr 2013 < 1
Ideal Company Clayton, OH Jul 2012 - Sep 2012 < 1
Ohio University Athens, OH Jan 2011 - Jun 2012 1
Ups Dayton, OH Nov 2011 - Dec 2011 < 1
Ohio University Athens, OH Aug 2011 - Nov 2011 < 1
Ideal Company Clayton, OH Jun 2011 - Aug 2011 < 1
Ups Dayton, OH Nov 2010 - Dec 2010 < 1
Ohio University Athens, OH Aug 2010 - Nov 2010 < 1
Brown & Brown Insurance Merrimack, NH Jun 2010 - Aug 2010 < 1
Ohio Univeristy Athens, OH Mar 2010 - Jun 2010 < 1
Ohio University Athens, OH Dec 2009 - Mar 2010 < 1
Dayton Power & Light Dayton, OH Nov 2009 - Dec 2009 < 1
Ohio University Athens, OH Aug 2009 - Nov 2009 < 1
Dayton Power & Light Arcanum, OH Jun 2009 - Aug 2009 < 1
Ohio University Athens, OH Feb 2009 - Jun 2009 < 1
Best Buy Trotwood, OH Sep 2007 - Feb 2009 1
Northmont High School Clayton, OH Sep 2004 - May 2008 3
Ideal Company Clayton, OH Jun 2007 - Aug 2007 < 1
Steak N' Shake Dayton, OH Aug 2006 - May 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Matthew A. Metzger
Phone Number: 914-225-5510
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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