Unclaimed Profile

Derrek Lewis Metz

MONECO ADVISORS, LLC·FAIRFIELD, Connecticut

SIE, Series 4, Series 7, Series 24, Series 51, Series 66Clean record23 years registeredMONECO ADVISORS, LLC

2150 POST ROAD, SUITE 201, FAIRFIELD, CT 06824CRD# 4599680Firm CRD# 171922

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Derrek Lewis Metz · FAIRFIELD, CT

Registration

CRD #4599680 · MONECO ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Apr 2025 – present

MONECO ADVISORS

Sep 2021 – present

MML INVESTORS SERVICES, LLC

Mar 2017 – Sep 2021

STAMFORD, CT

MSI FINANCIAL SERVICES, INC.

Feb 2012 – Mar 2017

STAMFORD, CT

AMERIPRISE FINANCIAL SERVICES, INC.

Jan 2003 – Jan 2012

NEW HAVEN, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 51

Series 66

Registration record

First registered · January 27, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONECO ADVISORS, LLC

CRD 171922 · SEC 801-80027

AUM

$1.5B

Regulatory assets under management

Employees

5,152 client accounts

Services offered by MONECO ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MONECO ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Derrek Lewis Metz offer?

Derrek Lewis Metz specializes in Financial Planning, Investment Management. Contact their office in FAIRFIELD, Connecticut for a consultation.

What are Derrek Lewis Metz's credentials?

Derrek Lewis Metz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Derrek Lewis Metz located?

Derrek Lewis Metz is based in FAIRFIELD, Connecticut, working with MONECO ADVISORS, LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.

How does Derrek Lewis Metz charge for services?

Derrek Lewis Metz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONECO ADVISORS, LLC?

MONECO ADVISORS, LLC has approximately 61 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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