Paul Metz
Paul Metz is a registered investment advisor at First American Asset Advisory, LLC, based in Garden City, NY, with 31 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 198 clients with $140M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
59 Hilton Avenue, Suite 101, Garden City, NY, 11530
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 1997Customer Dispute
March 1997Other Business ActivitiesSells Insurance
Paul is involved with First American Asset Advisory, LLC as a compliance/shareholder and advisor, holding a Series 65 license. He is also an agent of A and F Insurance, an insurance brokerage firm.
Employment History
Current Registrations
First American Asset Advisory, LLC
Morgan Wilshire Securities, INC.Broker
Previous Registrations
First American Asset Advisory, LLC
Walsh Manning Securities, LLCBroker
Maidstone Financial, INC.Broker
Lew Lieberbaum & CO., INC.Broker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.