Mitchell J. Metz
RTD FINANCIAL ADVISORS
Philadelphia, PA 19103
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CRD#: 1417894
Professional summary
Mitchell Jeffrey Metz, CFP® is a registered financial advisor currently at RTD FINANCIAL ADVISORS INC located in Philadelphia, Pennsylvania.
Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Mitchell has worked at 4 firms and has passed the Series 63, Series 22 and Series 6 exams.
Biography
Jeff, a native of Cherry Hill, has lived in Lower Merion Township outside of Philadelphia with his wife and three children since 1995. Jeff graduated from Case Western Reserve University with a degree in Chemical Engineering and began his career in financial and energy usage analysis at Diamond Shamrock in Dallas, Texas. While in Dallas, he became interested in using the principles of corporate finance in personal financial planning and investment analysis. Jeff later moved back to the Philadelphia area where he started his own financial planning firm. He became a Certified Financial Planner. Jeff has a Master in Taxation degree from Villanova University. In his free time, he enjoys working out at the gym, biking, swimming and being with his family.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Life Transitions
Tax Planning
Estate Planning
Do you have an area of expertise or specialization?
Business Owners
Charitable Giving
Divorce Planning
Estate & Generational Planning...
High Net Worth Client Needs
Medical Professionals
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Mitchell Jeffrey Metz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1988
Experience
Current
April 18, 2016 - Present
RTD FINANCIAL ADVISORS INC
Office #1: 30 S. 17th Street Ste 1620, Philadelphia, PA 19103RIA
CRD#: 110744
Philadelphia, PA
Past
January 3, 2002 - March 30, 2016
PINNACLE FINANCIAL ADVISORS, LLC
RIA
CRD#: 109947
MARLTON, NJ
Past
March 5, 1990 - December 31, 1991
LPL FINANCIAL LLC
BD
CRD#: 6413
Past
October 14, 1985 - February 17, 1990
NYLIFE SECURITIES LLC
BD
CRD#: 5167
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".
RTD FINANCIAL ADVISORS INC
PINNACLE FINANCIAL ADVISORY GROUP OF RTD | RTD FINANCIAL ADVISORS INC
CRD#: 110744 / SEC#: 801-19015
RIA
Registered Investment Advisory firm - (6/13/1983 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(4/19/2016)
IAR
Pennsylvania(4/18/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
RTD FINANCIAL ADVISORS INC
PINNACLE FINANCIAL ADVISORY GROUP OF RTD | RTD FINANCIAL ADVISORS INC
CRD#: 110744 / SEC#: 801-19015
RIA
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Contact information
Main Address
30 S. 17th Street Ste 1620, Philadelphia, PA 19103
Mailing Address
Phone number
(215) 557-3800
Established
Firm type
Fiscal year end
# of Employees
40
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,979 |
| AUM (Assets Under Management) | $ 2,381,633,715 |
Red Flags
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