CM
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Conrad Metzger

28 Years of Experience
Los Angeles, CA
Broker

Conrad Metzger is a registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 28 years of industry experience. Conrad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

333 South Hope Street, 55th Floor, Los Angeles, CA, 90071-1447

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Capital Client Group, INC.
December 2016 - Present · 9 yrs 7 mos
Capital Client Group, INC.
December 2016 - Present · 9 yrs 7 mos
Capital Client Group, INC.Broker
December 2016 - Present · 9 yrs 7 mos
Previous Registrations
Provasi Capital Partners LPBroker
April 2015 - May 2016 · 1 yr 1 mo
Invesco Advisers, INC.
December 2011 - March 2015 · 3 yrs 3 mos
Invesco Distributors, INC.Broker
May 2011 - March 2015 · 3 yrs 10 mos
Sunamerica Capital Services, INC.Broker
September 1997 - May 2011 · 13 yrs 8 mos
State Capital Markets CorporationBroker
November 1995 - August 1996 · 9 mos
D. H. Blair & CO., INC.Broker
July 1995 - November 1995 · 4 mos
Gruntal & CO. IncorporatedBroker
May 1995 - July 1995 · 2 mos
State Registrations25 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Conrad Metzger - Financial Advisor | TrueAdvisor