Unclaimed Profile

Eric Joseph Metz

SPIDERROCK ADVISORS, LLC·CHICAGO, Illinois

Series 3, Series 7, Series 7TO, Series 66CFAClean record13 years registeredSPIDERROCK ADVISORS, LLC

300 SOUTH WACKER DRIVE, CHICAGO, IL 60606CRD# 5511571Firm CRD# 171992

Profile Verification

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

Identity

Eric Joseph Metz · CHICAGO, IL

Registration

CRD #5511571 · SPIDERROCK ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

SPIDERROCK ADVISORS, LLC

Oct 2025 – present

BLACKROCK INVESTMENT MANAGEMENT, LLC

Mar 2025 – Oct 2025

Chicago, IL

SPIDERROCK ADVISORS, LLC

Oct 2015 – Dec 2017

CHICAGO, IL

RIVERNORTH CAPITAL MANAGEMENT, LLC

Dec 2012 – Aug 2015

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 7TO

Series 66

Registration record

First registered · December 10, 2012

Years registered · 13

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPIDERROCK ADVISORS, LLC

CRD 171992 · SEC 801-80178

AUM

$4.9B

Regulatory assets under management

Employees

2,055 client accounts

Services offered by SPIDERROCK ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at SPIDERROCK ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Eric Joseph Metz offer?

Eric Joseph Metz specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.

What are Eric Joseph Metz's credentials?

Eric Joseph Metz holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Eric Joseph Metz located?

Eric Joseph Metz is based in CHICAGO, Illinois, working with SPIDERROCK ADVISORS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Eric Joseph Metz charge for services?

Eric Joseph Metz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SPIDERROCK ADVISORS, LLC?

SPIDERROCK ADVISORS, LLC has approximately 38 employees and manages $4.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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