AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
WM

William J. Metzinger

Some features on this profile are disabled
CRD#: 4041823
WM

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.

William J Metzinger was a registered financial advisor .

William is a previously registered financial advisor and started their career in finance in 1999. William had worked at 8 firms and has passed the Series 66, Series 7, Series 9 and Series 10 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.

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, 2011 - December 6, 2012

CLEARVIEW GLOBAL WEALTH ADVISORS

RIA
CRD#: 156254
WYOMISSING, PA
Past

March 26, 2009 - May 4, 2011

SUMMIT FINANCIAL GROUP INC

RIA
CRD#: 109485
WYOMISSING, PA
Past

March 26, 2009 - May 4, 2011

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
WYOMISSING, PA
Past

March 20, 2009 - April 2, 2009

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
POTTSVILLE, PA
Past

March 19, 2009 - April 2, 2009

OPPENHEIMER & CO. INC.

BD
CRD#: 249
POTTSVILLE, PA
Past

October 16, 2008 - March 10, 2009

STANFORD GROUP COMPANY

RIA
CRD#: 39285
WYOMISSING, PA
Past

October 16, 2008 - March 10, 2009

STANFORD GROUP COMPANY

BD
CRD#: 39285
WYOMISSING, PA
Past

April 13, 2007 - October 23, 2008

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
WYOMISSING, PA
Past

April 13, 2007 - October 23, 2008

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
WYOMISSING, PA
Past

November 21, 2000 - April 13, 2007

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
WYOMISSING, PA
Past

October 3, 2000 - April 13, 2007

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
WYOMISSING, PA
Past

December 7, 1999 - October 25, 2000

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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
IAR
Series 66
Date: 1/26/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/6/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 9/3/2004
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 7/19/2004
General Securities Sales Supervisor - General Module Examination

Current Firm

CG
CLEARVIEW GLOBAL WEALTH ADVISORS
CLEARVIEW GLOBAL WEALTH ADVISORS | METZINGER PRIVATE WEALTH MANAGEMENT, INC.

CRD#: 156254 / SEC#:

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
One Meridian Blvd Suite 1b1, Wyomissing, PA 19610
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

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

CLEARVIEW GLOBAL WEALTH ADVISORS

CRD#: 156254

TRUST BUT VERIFY

Monitor William Metzinger

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics