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Laurent Wayne Metzler

Apogee Financial Services Group, Inc.

Moorestown, NJ

CRD 839578

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Employer firm

Apogee Financial Services Group, Inc. CRD 129527

$48.5M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Apogee Financial Services Group, Inc.

74 East Second Street, Moorestown, NJ 08057-0805 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2004-01-05
  • NJ RA
    APPROVED
    Since 2004-01-05

Branch Locations

74 East Second Street, Moorestown, NJ 08057 • 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
Apogee Financial Services Group Moorestown NJ 05/1989 Present
  • 05/1989 → Present
    Apogee Financial Services Group
    Moorestown, NJ
Other Businesses

METZLER & DESANTIS, LLP, PARTNER, 74 EAST SECOND STREET, MOORESTOWN, NJ 08057 GENERAL LAW PRACTICE; NON-INVESTMENT RELATED APPROXIMATELY 160 HOURS/MONTH

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-05-06
  • S63 Uniform Securities Agent State Law Examination
    1988-05-06
Other Names
  • Larry Metzler

View on SEC IAPD

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