RM
RM

Regina Metzger

25 Years of Experience
Allentown, PA
Broker

Regina Metzger is a registered investment advisor at Morgan Stanley, based in Allentown, PA, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

515 West Hamilton Street, 7th Floor, Allentown, PA, 18101

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Regina is the chairperson of the Indianland Garden Club, involved in public outreach and fundraising for gardening charities. This requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
February 2011 - Present · 15 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
August 2000 - April 2007 · 6 yrs 8 mos
State Registrations29 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.