Alexander Eric Metzner

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 07/2016 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL

Previous Registrations

• 2016-06-06 → 2016-07-25
  Mcadam Llc
  Tysons Corner, VA
  Radnor, PA

Other Businesses

1.Katz Metzner Financial LLC, Employee, agent. Non-investment related, 1-10% time spent on activity during non-securities hrs. 2. Liberty One Investment Mangement, LLC - Investment Committee, Liberty One Investment Management, LLC - Investment Committee Member. Meets with committee monthly to offer insight and opinion regarding various Liberty One strategies and decision making. Periodically, reviews various reports pertaining to decisions being considered within strategies. Less than 5% of time is spent fulfilling Liberty One responsibilities. investment related, 1-10% time spent on activity during securities hrs. 3. Kelevra,LLC. Start Date 08/31/2023. Rental Property. Investment-related. Property Owner, Katz Metzner Financial pays rent to Kelevra LLC which holds the office building. Total Hours per month: 1h. Zero Hrs during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-05
• S63 Uniform Securities Agent State Law Examination
  2015-05-07

Other Names

• Alexander Metzner