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Charles Paul Metzger

Rockefeller Financial LLC

Cincinnati, OH

Chicago, IL

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Current Employers
Rockefeller Financial Llc

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-27
OH RA APPROVED 2026-04-26
  • TX RA
    APPROVED
    Since 2026-04-27
  • OH RA
    APPROVED
    Since 2026-04-26

Branch Locations

3825 Edwards Road - Suite 630, Cincinnati, OH 45209 • United States

222 West Adams Suite 2450, Chicago, IL 60606 • 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
Rockefeller Financial Llc Cincinnati OH 07/2025 Present
Crunch Fitness Tuscaloosa AL 01/2025 05/2025
The University Of Alabama Tuscaloosa AL 08/2021 05/2025
Fifth Third Bank Cincinnati OH 05/2024 08/2024
Roebling Capital Partners Cincinnati OH 05/2023 08/2023
Covington Catholic High School Park Hills KY 08/2017 05/2021
St. Agnes School Ft. Wright KY 08/2008 05/2017
  • 07/2025 → Present
    Rockefeller Financial Llc
    Cincinnati, OH
  • 01/2025 → 05/2025
    Crunch Fitness
    Tuscaloosa, AL
  • 08/2021 → 05/2025
    The University Of Alabama
    Tuscaloosa, AL
  • 05/2024 → 08/2024
    Fifth Third Bank
    Cincinnati, OH
  • 05/2023 → 08/2023
    Roebling Capital Partners
    Cincinnati, OH
  • 08/2017 → 05/2021
    Covington Catholic High School
    Park Hills, KY
  • 08/2008 → 05/2017
    St. Agnes School
    Ft. Wright, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-24
  • S66 Uniform Combined State Law Examination
    2026-04-24
Other Names
  • Charlie Metzger

View on SEC IAPD

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MICHAEL WILLIAM POPIL
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Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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