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MD

Metro J. Duda

Some features on this profile are disabled
CRD#: 1147363
MD

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Metro Joseph Duda JR, who also goes by Metro Joseph Duda Jr., was a registered financial professional .

Metro is a previously registered financial professional and started their career in finance in 1984. Metro had worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Metro Joseph Duda Jr.

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

August 31, 2017 - July 15, 2021

HERITAGE FINANCIAL COUNSELORS, LLC

RIA
CRD#: 288232
Bedminster, NJ
Past

June 26, 2012 - September 13, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
RANDOLPH, NJ
Past

June 18, 2012 - September 13, 2017

LPL FINANCIAL LLC

RIA
CRD#: 6413
RANDOLPH, NJ
Past

June 30, 2010 - June 20, 2012

FINANCIAL LIFE FOCUS, LLC

RIA
CRD#: 152904
LIVINGSTON, NJ
Past

July 2, 2002 - June 30, 2010

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
LIVINGSTON, NJ
Past

October 30, 1987 - June 30, 2010

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
LIVINGSTON, NJ
Past

September 27, 1986 - August 31, 1987

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
Past

September 11, 1984 - September 8, 1987

MOORE & SCHLEY/MEEKER SHARKEY GROUP INC.

BD
CRD#: 13502

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HF
HERITAGE FINANCIAL COUNSELORS, LLC
HERITAGE FINANCIAL COUNSELORS, LLC

CRD#: 288232 / SEC#: 801-110841

RIA
Registered Investment Advisory firm - (7/21/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 3/7/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/13/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/7/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/10/1984
Investment Company Products/Variable Contracts Representative Examination

Current Firm

HF
HERITAGE FINANCIAL COUNSELORS, LLC
HERITAGE FINANCIAL COUNSELORS, LLC

CRD#: 288232 / SEC#: 801-110841

RIA
Registered Investment Advisory firm - (7/21/2017 Approved)
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Contact information

Main Address
442 Main Street (route 202), Bedminster, NJ 07921
Mailing Address
Phone number
(862) 579-2899
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (9/4/2025)

Regulatory assets under management

Total Number of Accounts394
AUM (Assets Under Management)$ 201,217,560

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HERITAGE FINANCIAL COUNSELORS, LLC

CRD#: 288232

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