Michael James Metz
Professional Summary
Michael James Metz, who also goes by Mike Metz, is a registered financial advisor currently at MARSHBERRY CAPITAL, LLC. located in Woodmere, Ohio. Michael is registered as a RR (Registered Representative) and started their career in finance in 2015. Michael has worked at 1 firm and has passed the Series 99TO, SIE and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mike Metz
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Videos & Posts
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Contact Information
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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
MARSHBERRY CAPITAL, INC. | MARSHBERRY CAPITAL, LLC.
Contact Information
Main Address
28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122Mailing Address
28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122Phone Number
(440) 354-3230Established
Ohio since 11/24/2021Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (45 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
(5/12/2017)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Michael James Metz's CRS (Customer Relationship Summary).
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