Erica Metz
Erica Metz is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cedar Knolls, NJ, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
222 Ridgedale Ave, Unit 302, Cedar Knolls, NJ, 07927
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erica owns Erica Metz Realty LLC, a real estate company that owns the office condo for her financial advisory business, Money At Work LLC, and she spends minimal time on it. She is also the owner of Money At Work LLC, where she works as a financial advisor, dedicating about half of her time to meeting with clients.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations24 states
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