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Robert Ellis Metz

Truist Advisory Services, Inc.

Charleston, WV

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-06-14
WV RA APPROVED 2021-03-02
  • TX RA
    APPROVED_RES
    Since 2023-06-14
  • WV RA
    APPROVED
    Since 2021-03-02

Branch Locations

300 Summers St Ste 120, Charleston, WV 25301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scott & Stringfellow, Inc Charleston WV 09/2004 02/2021
Bb&T Securities, Llc Charleston WV 01/2013 02/2021
Truist Investment Services, Inc. Charleston WV 02/2021 Present
Truist Advisory Services, Inc. Charleston WV 02/2021 Present
  • 09/2004 → 02/2021
    Scott & Stringfellow, Inc
    Charleston, WV
  • 01/2013 → 02/2021
    Bb&T Securities, Llc
    Charleston, WV
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Charleston, WV
  • 02/2021 → Present
    Truist Advisory Services, Inc.
    Charleston, WV
Previous Registrations
  • 2013-01-02 → 2021-03-02
    Bb&T Securities, Llc
    Charleston, WV
    Richmond, VA
  • 2004-09-22 → 2013-01-02
    Scott & Stringfellow, Llc
    Charleston, WV
    Charleston, WV
  • 2001-08-17 → 2004-10-04
    Wells Fargo Clearing Services, Llc
    Charleston, WV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-10-26
S63 Uniform Securities Agent State Law Examination 1989-01-31
  • S65 Uniform Investment Adviser Law Examination
    2001-10-26
  • S63 Uniform Securities Agent State Law Examination
    1989-01-31
Other Names
  • Robert Ellis Metz
  • Bob Metz

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHARLESTON, WV
MORGAN STANLEY · CHARLESTON, WV
THE HUNTINGTON INVESTMENT COMPANY · CHARLESTON, WV
RBC CAPITAL MARKETS, LLC · CHARLESTON, WV
AMERIPRISE FINANCIAL SERVICES, LLC · Charleston, WV
J. W. COLE ADVISORS, INC. · CHARLESTON, WV
JACOBS & COMPANY · CHARLESTON, WV
NTV ASSET MANAGEMENT, LLC · CHARLESTON, WV

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