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Andrew Metz

Metz Capital Management LLC

Lewes, DE

CRD 3223354

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Employer firm

Metz Capital Management LLC CRD 108382

$108M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Metz Capital Management Llc

439 Kings Hwy, Lewes, DE 19958 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 1999-08-12
  • DE RA
    APPROVED
    Since 1999-08-12

Branch Locations

439 Kings Highway, Lewes, DE 19958 • 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
Metz Capital Management Llc Lewes DE 04/1999 Present
Previous Registrations
  • 2003-04-01 → 2003-12-16
    Lewes Partners Llc
    Lewes, DE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-19
  • S65 Uniform Investment Adviser Law Examination
    1999-04-19

View on SEC IAPD

Nearby Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
DAKOTA WEALTH, LLC

Nearby Investors

KIRSTEN Julia LOPEZ
Coty Tyler Schnake
CRAIG JOSEPH LUSCO

Nearby Offices

METZ CAPITAL MANAGEMENT LLC · LEWES, DE
METZ CAPITAL MANAGEMENT LLC · Lewes, DE
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · LEWES, DE

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