Robert Bryan Metzger

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 01/1998 → Present
  Robert Metzger, Consulting
  Wyomissing, PA
• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 12/2013 → 05/2021
  Chatty Monks Brewing Company Inc
  West Reading, PA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Wyomissing, PA

Previous Registrations

• 2014-03-06 → 2023-09-01
  Osaic Services, Inc.
  Perkasie, PA
  West Lawn, PA
  Wyomissing, PA

Other Businesses

1. TAXES AND ACCOUNTING SERVICES; DBA ROBERT METZGER CONSULTING; 4 Park Plaza, Ste 331 Wyomissing, PA, 19610; OWNER; 01/01/1997; 12HR/MO, 3HRS DT; OWNER/OPERATOR OF FULL TAX CONSULTING PRACTICE, INCLUDE PREPARATION OF INCOME TAX RETURNS, PAYROLL SERVICES AND BOOKKEEPING SERVICES. AFFLIATED WITH SAGEPOINT FINANCIAL RIA; YES; INVESTMENT ADVISORY REPRESENTATIVE; 09/06; 120HR/MO, 6HRS DT, IA SERVICES FOR MANAGED ACCOUNTS. INSURANCE; YES; 4 Park Plaza, Ste 331 Wyomissing, PA, 19610. ROBERT METZGER, NOT INVESTMENT, 4 Park Plaza, Ste 331 Wyomissing, PA, 19610; OWNER, 8/09, 30HR/MO, 0HRS DT, LEISURE TRAVEL SALES CONSULTANT ON AN INDEPENDENT REP PLATFORM. 2. COINBASE.COM POSITION: Investor NATURE: NA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/02/2020 ADDRESS: 4 Park Plaza, Ste 331 Wyomissing, PA, 19610, United States DESCRIPTION: Investor / Account Holder

Exams

• S66 Uniform Combined State Law Examination
  2006-08-31