Gregory Dion Metzger

Employer firm

North Pier Fiduciary Management, LLC CRD 148128

$1.28B regulatory AUM 36 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FIDUCIARY CONSULTING; INSTITUTIONAL INVESTMENT & RETIREMENT PLAN ADVISORY AND MANAGEMENT SERVICES; EMPLOYEE EDUCATION AND COMM.

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

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

Current Employers

Employment History

• 09/2014 → Present
  North Pier Fiduciary Management Llc
  Marina Del Rey, CA

Previous Registrations

• 2021-03-26 → 2025-12-31
  North Pier Fiduciary Management, Llc
  Marina Del Rey, CA
• 2018-06-09 → 2020-12-31
  North Pier Fiduciary Management, Llc
  Marina Del Rey, CA

Other Businesses

Business name: Sankaty Innovations, Inc. Investment related: No Address: 15 Pine Tree Road, Nantucket MA 02554 Nature of the business: Consulting/FinTech Position: Partner, Growth Start date: April 2024 Hours/month: 8 Hours devoted during securities trading hours: 4/month Duties: Providing advice and guidance to the CEO of the company, leading a client advisory board.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-09