Unclaimed Profile

Surya Joshua Kane Metzler

NEWPORT WEALTH ADVISORS, INC.·NEWPORT BEACH, California

SIE, Series 7, Series 6623 years registeredNEWPORT 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. · 23 years registered

Brand Profile

Not yet started

Career History

NEWPORT WEALTH ADVISORS, INC.

Jan 2018 – present

NEWPORT WEALTH ADVISORS, INC.

Jan 2010 – Dec 2017

NEWPORT BEACH, CA

OLMSTED ADVISORS, INC.

Jun 2009 – Dec 2009

NEWPORT BEACH, CA

OLMSTED ADVISORS, INC.

Jan 2008 – Dec 2008

NEWPORT BEACH, CA

OLMSTED ADVISORS, INC.

Oct 2007 – Dec 2007

NEWPORT BEACH, CA

CROWELL, WEEDON & CO.

Dec 2006 – Aug 2007

IRVINE, CA

SEIDLER INVESTMENT ADVISORS INCORPORATED

Mar 2006 – Dec 2006

IRVINE, CA

AMERIPRISE FINANCIAL SERVICES, INC.

Aug 2002 – Feb 2006

IRVINE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 27, 2002

Years registered · 23

Disclosure History

2025Customer Dispute·Pending

2023Customer Dispute·Settled

2022Customer Dispute·Settled

2015Customer Dispute·Settled

2012Customer Dispute·Denied

2011Customer Dispute·Closed-No Action

2009Customer Dispute·Closed-No Action

2006Customer Dispute·Closed-No Action

2006Employment Separation After Allegations

2005Customer Dispute·Settled

11 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

NEWPORT WEALTH ADVISORS, INC.

CRD 137159 · SEC 801-130464

AUM

$140M

Regulatory assets under management

Employees

943 client accounts

Services offered by NEWPORT WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at NEWPORT WEALTH ADVISORS, INC. →

Introduction

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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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