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Surya Joshua Kane Metzler

NEWPORT WEALTH ADVISORS, INC.·NEWPORT BEACH, California
Clean recordNEWPORT WEALTH ADVISORS, INC.
4695 MACARTHUR COURT, NEWPORT BEACH, CA 92660CRD# 4558292Firm CRD# 137159

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Surya Joshua Kane Metzler · NEWPORT BEACH, CA
Registration
CRD #4558292 · NEWPORT WEALTH ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Surya Joshua Kane Metzler is a registered financial advisor based in NEWPORT BEACH, California, affiliated with NEWPORT WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
NEWPORT WEALTH ADVISORS, INC.
NEWPORT WEALTH ADVISORS, INC.
AUM
$140M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at NEWPORT WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Commissions
Other: NEGOTIATED
Regulatory
SEC/IARD CRD# 4558292
Firm CRD# 137159
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Surya Joshua Kane Metzler offer?
Surya Joshua Kane Metzler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Surya Joshua Kane Metzler's credentials?
Surya Joshua Kane Metzler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Surya Joshua Kane Metzler located?
Surya Joshua Kane Metzler is based in NEWPORT BEACH, California, working with NEWPORT WEALTH ADVISORS, INC.. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Surya Joshua Kane Metzler charge for services?
Surya Joshua Kane Metzler's firm is compensated through percentage of aum, hourly charges, commissions, other: negotiated. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEWPORT WEALTH ADVISORS, INC.?
NEWPORT WEALTH ADVISORS, INC. has approximately 7 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NEWPORT WEALTH ADVISORS, INC.

Lawrence Michael Depaul
NEWPORT BEACH, CA

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Research
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