Ryan Metz

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2023 → 01/2026
  Ameriprise Financial Services, Llc
  Franklin, TN
• 06/2021 → 06/2023
  Pennington, Bass & Associates
  Lubbock, TX
• 04/2018 → 10/2018
  Mountain Hideaway
  Lubbock, TX
• 08/2015 → 05/2021
  Texas Tech University
  Lubbock, TX
• 12/2015 → 04/2018
  Texas Tech University
  Lubbock, TX
• 01/2026 → Present
  Newedge Securities Llc
  Pittsburgh, PA
• 01/2026 → Present
  Newedge Advisors
  New Orleans, LA

Previous Registrations

• 2024-05-01 → 2026-02-10
  Ameriprise Financial Services, Llc
  Franklin, TN

Other Businesses

1. NewEdge Advisors, LLC - DBA ClearTrust Wealth Advisors; Investment related; At reported business location; Start date 07/2026; 160 total hours; 160 trading hours; Investment Advisor Representative 2. Self-Employed; Not Investment Related; At reported business location; Insurance; licensed insurance agent; 1/2016; 1 total hrs; 1 trading hrs; recommending and providing fixed insurance

Exams

• S66 Uniform Combined State Law Examination
  2024-04-29

Designations

• Certified Financial Planner