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MW

Michael H. Walters

METRIC FINANCIAL
Lutz, FL 33549
Some features on this profile are disabled
CRD#: 6225420
MW
Michael Heath WaltersMETRIC FINANCIAL

Professional summary

Michael Heath Walters, who also goes by Heath Walters, is a registered financial professional currently at METRIC FINANCIAL, LLC located in Lutz, Florida.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2013. Michael has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Aliases

Heath Walters

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.
1. Heath Walters is a certified public accountant and Managing Member of The Walters Way, LLC, a strategic tax planning firm for business owners. The services provided through The Walters Way, LLC are separate and distinct from the services of TWW. Referrals to, from, and between TWW and The Walters Way, LLC can create a potential conflict of interest. Clients of TWW are not obligated to engage The Walters Way, LLC for any accounting services and clients of The Walters Way, LLC are not obligated to engage TWW for financial services. 2. Co-founded Safe College Funding, LLC in 2011. Charlotte, NC. Some retail insurance. Currently only 5% of time spent. Mostly college financial aid presentations and hourly consulting. 3. Heath Walters is a certified public accountant with Accurate CPA's and Associates, PLC, a FL based tax planning and tax preparation services firm. Heath Walters devotes approximately 20% of his time on this endeavor, occasionally during trading hours.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Michael Heath Walters's CRS (Customer Relationship Summary).
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®
None

Experience

Current

September 3, 2026 - Present

METRIC FINANCIAL, LLC

Office #1: 16021 N Florida Ave,, Lutz, FL 33549
BD
CRD#: 33324
Lutz, FL
Past

November 16, 2024 - August 25, 2026

GREEN VISTA CAPITAL, LLC

BD
CRD#: 293630
WINTER PARK, FL
Past

April 9, 2020 - March 31, 2022

VISIONQUEST ADVISORS, LLC

RIA
CRD#: 307217
LAKELAND, FL
Past

August 2, 2019 - March 23, 2020

TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

RIA
CRD#: 146778
Charlotte, NC
Past

May 10, 2019 - July 1, 2019

THE INSTITUTE

RIA
CRD#: 127207
Charlotte, NC
Past

August 23, 2016 - April 30, 2019

INSTITUTE FOR WEALTH ADVISORS, INC.

RIA
CRD#: 149347
Charlotte, NC
Past

July 23, 2013 - August 16, 2016

QUARTERMASTER WEALTH MANAGEMENT, LLC

RIA
CRD#: 166807
MATTHEWS, NC

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(9/3/2026)
RR
California
(9/3/2026)
RR
Colorado
(9/3/2026)
RR
Florida
(9/3/2026)
RR
Georgia
(9/3/2026)
RR
Idaho
(9/3/2026)
RR
Indiana
(9/3/2026)
RR
Maryland
(9/3/2026)
RR
Montana
(9/3/2026)
RR
Nevada
(9/3/2026)
RR
New Jersey
(9/3/2026)
RR
North Carolina
(9/3/2026)
RR
Oklahoma
(9/3/2026)
RR
Oregon
(9/3/2026)
RR
Pennsylvania
(9/3/2026)
RR
South Carolina
(9/3/2026)
RR
Tennessee
(9/3/2026)
RR
Texas
(9/3/2026)

Exams

What does exam status mean?
State Security Law Exam
PR
Series 65
Status Unavailable
Passed: 1/14/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Status Unavailable
Passed: 12/21/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Status Unavailable
Passed: 11/15/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 9/28/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

MF
METRIC FINANCIAL, LLC
METRIC FINANCIAL INC. | NEWBURY, PIRET SECURITIES, INC. | NEWBURY, PIRET & CO., INC. | NEWBURY PIRET COMPANY | NEWBURY PIRET & CO. | METRIC FINANCIAL, LLC

CRD#: 33324 / SEC#: , 8-46684

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309
Mailing Address
1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309
Phone number
(678) 528-1151
Established
Georgia since 05/01/1981
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
GRELLA MANAGEMENT LLC.MEMBER
GRELLA, JOHN EDWARDCEO6757707
JONES, SHARON DOSTERFINOP/PFO/POO/CCO3124470

Disclosures

Regulatory Event1

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

METRIC FINANCIAL, LLC

CRD#: 33324Lutz, FL 33549

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