Robert
Metz
Truist Advisory Services, Inc
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About this Advisor
Robert Metz is a financial advisor working in Charleston, West Virginia with a total of 2 years of relevant experience. Metz works at Truist Advisory Services, Inc. The advisor has gained experience at Scott & Stringfellow, Inc, Bb&T Securities, LLC, Truist Investment Services, Inc and Truist Advisory Services, Inc. Metz has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in West Virginia. Truist Advisory Services, Inc is a financial advisory company that has its headquarters in Atlanta, GA. The firm has offices in 3,373 locations and a total of 2,842 employees. It administers $53 billion in total assets between its 125,600 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 85 charitable organizations. Of its 125,600 accounts, just 12% are associated with high-net-worth clients who have more than $1 million in assets. Truist Advisory Services, Inc offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees for financial management usually are based on which services the firm provides the client. However, fees charged by Truist Advisory Services, Inc most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$53,169,938,577
2,842
125,600
$423,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Robert Metz Work History
Robert has been registered as a financial advisor for 2 years.*
Truist Investment Services, Inc
Truist Advisory Services, Inc
Bb&T Securities, LLC
Scott & Stringfellow, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Metz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Truist Advisory Services, Inc
Atlanta, GA
Raleigh, NC
Houston, TX
Atlanta, GA
Cumming, GA
Richmond, VA
Chevy Chase, MD
Merritt Island, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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