Warren G. Metzger
Professional summary
Warren Geary Metzger, who also goes by Warren G Metzger III, Warren G Metzger, Warren Geary Metzger III, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in York, Pennsylvania and TRUIST INVESTMENT SERVICES, INC. located in New Freedom, Pennsylvania.
Warren is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Warren has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Warren Geary Metzger's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 2, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 2508 Eastern Blvd, York, PA 17402February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 16576 Susquehanna Trail S, New Freedom, PA 17349Office #2: 155 Glen Dr, Manchester, PA 17345Office #3: 330 York Rd, Carlisle, PA 17013Office #4: 749 E Main St, Mount Joy, PA 17552Office #5: 2508 Eastern Blvd, York, PA 17402Office #6: 143 S Market St, Elizabethtown, PA 17022Office #7: 3199 Cape Horn Rd, Red Lion, PA 17356Office #8: 325 Locust St, Columbia, PA 17512Office #9: 1 E Market St Ste 101, York, PA 17401Office #10: 3421 Carlisle Rd, Dover, PA 17315Office #11: 1345 Baltimore St, Hanover, PA 17331Office #12: 100 E King St, East Berlin, PA 17316Office #13: 1205 Carlisle Rd, York, PA 17404Office #14: 402 Eisenhower Dr, Hanover, PA 17331Office #15: 502 N Main St, Spring Grove, PA 17362January 2, 2018 - March 2, 2021
BB&T SECURITIES, LLC
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
November 4, 2015 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
November 4, 2015 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
January 21, 2014 - November 3, 2015
CETERA INVESTMENT ADVISERS LLC
January 27, 2010 - January 21, 2014
CETERA INVESTMENT SERVICES LLC
January 27, 2010 - November 3, 2015
CETERA INVESTMENT SERVICES LLC
May 20, 2009 - January 21, 2010
PNC WEALTH MANAGEMENT LLC
December 12, 2008 - January 21, 2010
PNC WEALTH MANAGEMENT LLC
May 27, 2008 - February 2, 2009
LPL FINANCIAL LLC
March 28, 2005 - May 27, 2008
IFMG SECURITIES, INC.
March 22, 2004 - March 18, 2005
M&T SECURITIES, INC.
October 1, 2000 - March 17, 2004
WELLS FARGO CLEARING SERVICES, LLC
April 8, 1999 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
August 28, 1997 - March 22, 1999
SIGNATOR INVESTORS, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/12/2022)
(2/17/2021)
(2/17/2021)
(2/17/2021)
(4/8/2022)
(2/17/2021)
(11/13/2023)
(10/19/2023)
(1/4/2024)
(2/17/2021)
(3/2/2021)
(2/17/2021)
(12/2/2021)
(6/21/2021)
(10/24/2022)
(12/1/2023)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390York, PA 17402TRUST BUT VERIFY
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