Warren Geary Metzger

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 01/2018
  Bb&T Investment Services, Inc.
  York, PA
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  York, PA
• 02/2021 → Present
  Truist Investment Services, Inc.
  East Prospect, PA
• 03/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-03-02
  Bb&T Securities, Llc
  Camp Hill, PA
  Carlisle, PA
  Harrisburg, PA
  Marietta, PA
  York, PA
  Elizabethtown, PA
  Manchester, PA
  East Prospect, PA
  Red Lion, PA
  Charlotte, NC
  Allentown, PA
  York, PA
  Mount Joy, PA
  Rockville, MD
  Richmond, VA
• 2015-11-04 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Allentown, PA
  York, PA
  Marietta, PA
  York, PA
  Elizabethtown, PA
  Manchester, PA
  East Prospect, PA
  Red Lion, PA
• 2014-01-21 → 2015-11-03
  Cetera Investment Advisers Llc
  York, PA
• 2010-01-27 → 2014-01-21
  Cetera Investment Services Llc
  York, PA
  Hanover, PA
  Hanover, PA
• 2009-05-20 → 2010-01-21
  Pnc Wealth Management Llc
  Camp Hill, PA
  York, PA
  York, PA
  York, PA
  York, PA
  Wellsville, PA
  York, PA
  Red Lion, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-05-19
• S63 Uniform Securities Agent State Law Examination
  1997-09-04

Other Names

• Warren G Metzger
• Warren G Metzger
• Warren Geary Metzger