Scott
Metzner

Century Securities Associates, Inc

CRD#4099946
Investment Advisor
in Port Huron, MI

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About this Advisor

Scott Metzner is an advisor in Port Huron, Michigan. Currently a registered advisor at Century Securities Associates, Inc, Metzner has 10 years of experience as an investment advisor. Metzner holds Series 63 and Series 66 licenses, qualifying them as a securities agent. Metzner can operate in Michigan. During their career, Metzner has held roles at Stifel Nicolaus & Co Inc and Century Securities Associates, Inc. Century Securities Associates, Inc is headquartered in Port Huron, Michigan, and operates out of 80 additional offices in the country. As a registered advisory firm, Century Securities Associates, Inc manages $947 million in assets covering 3,040 accounts and retains more than 119 people. The level of assets currently under the firm's management makes it one of the bigger firms in the country. The firm manages 1,500 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 33% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Century Securities Associates, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

818 Beard Street
Port Huron, MI 48060

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Century Securities Associates, Inc Brokerage Details

Total Assets Under Management

$947,149,710

MI Average: $11,469,110,461
Total Number of Employees

119

MI Average: 458
Total Number of Accounts

3,040

MI Average: 33,415
Average Account Size

$311,562

MI Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Scott Metzner Work History

Scott has 10 years of experience.

2019 - Present (2 years)

Century Securities Associates, Inc

2010 - 2019 (9 years)

Stifel Nicolaus & Co Inc

Disclosures

Scott Metzner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Century Securities Associates Inc

Shelley Strobel-Erhardt
Saint Louis, MO
Scott Metzner
Port Huron, MI
Christopher Howard
O Fallon, IL
Richard Boehm
Saint Louis, MO
John Bish
Saint Louis, MO
Michael Sirianni
Saint Louis, MO
Jonathan Daniels
O Fallon, IL
Matthew Wischmeier
O Fallon, IL

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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