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Derrek Lewis Metz

MONECO ADVISORS, LLC·FAIRFIELD, Connecticut
Unclaimed Profile
2150 POST ROAD, SUITE 201, FAIRFIELD, CT 06824CRD# 4599680Firm CRD# 171922
01

About

Derrek Lewis Metz is a registered financial advisor based in FAIRFIELD, Connecticut, affiliated with MONECO ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MONECO ADVISORS, LLC
MONECO ADVISORS
AUM
$1.5B
Regulatory assets under management
Employees
61
Total firm employees
View all advisors at MONECO ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4599680
Firm CRD# 171922
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in FAIRFIELD
Cynthia Young Stango — TOURMALET ADVISORS, L.P.Andrew Frenchman Schwartz — ZENYATTA CAPITAL MANAGEMENT LPAdam James Murphy — COOPER INVESTMENT PARTNERS LLCMichael Anthony Corasaniti — TOURMALET ADVISORS, L.P.David Reed Ameden — MONECO ADVISORS, LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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