William Metzidakis
Professional Summary
William Metzidakis, who also goes by Willilam Metzidakis, William Tracy Metzidakis, William Metzidakis, is a registered financial advisor currently at TRIPLETREE, LLC located in New York, New York. William is registered as a RR (Registered Representative) and started their career in finance in 2015. William has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 79 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Willilam Metzidakis, William Tracy Metzidakis, William Metzidakis
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
CHERRY TREE & CO., LLC | TRIPLETREE, LLC
Contact Information
Main Address
8200 Normandale Lake Blvd 7th Floor, Bloomington, MN 55437Mailing Address
8200 Normandale Lake Blvd 7th Floor, Bloomington, MN 55437Phone Number
(952) 223-8400Established
Minnesota since 01/13/1997Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(1/26/2026)
(1/26/2026)
(1/26/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Jul 2015About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view William Metzidakis's CRS (Customer Relationship Summary).
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