Unclaimed Profile

Mitchell Jeffrey Metz

RTD FINANCIAL ADVISORS INC·PHILADELPHIA, Pennsylvania

Series 6, Series 22, Series 63Clean record24 years registeredRTD FINANCIAL ADVISORS INC

30 S. 17TH STREET, PHILADELPHIA, PA 19103CRD# 1417894Firm CRD# 110744

Profile Verification

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

Identity

Mitchell Jeffrey Metz · PHILADELPHIA, PA

Registration

CRD #1417894 · RTD FINANCIAL ADVISORS INC · 24 years registered

Brand Profile

Not yet started

Career History

RTD FINANCIAL ADVISORS INC

Apr 2016 – present

PINNACLE FINANCIAL ADVISORS, LLC

Jan 2002 – Mar 2016

MARLTON, NJ

Registrations & Exams

FINRA examinations passed

Series 6

Series 22

Series 63

Registration record

First registered · January 3, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RTD FINANCIAL ADVISORS INC

CRD 110744 · SEC 801-19015

AUM

$2.1B

Regulatory assets under management

Employees

2,878 client accounts

Services offered by RTD FINANCIAL ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RTD FINANCIAL ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Mitchell Jeffrey Metz offer?

Mitchell Jeffrey Metz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.

What are Mitchell Jeffrey Metz's credentials?

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

Where is Mitchell Jeffrey Metz located?

Mitchell Jeffrey Metz is based in PHILADELPHIA, Pennsylvania, working with RTD FINANCIAL ADVISORS INC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.

How does Mitchell Jeffrey Metz charge for services?

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

How large is RTD FINANCIAL ADVISORS INC?

RTD FINANCIAL ADVISORS INC has approximately 44 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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