Ryan Metzger
Ryan Metzger is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 12 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 37,091 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWN Securities offers several managed account programs with fees based on a percentage of your portfolio's value. These fees are typically billed quarterly. The specific fees vary depending on the program you choose and the amount you invest. Some programs have minimum account sizes and platform fees. GWN's fees do not include brokerage and custodial services. GWN may also recommend third-party money managers, which will result in additional fees.
Location
11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ryan is a consultant/property manager for Back Office Associates, LLC, dedicating a few hours per week. He also works full-time as a financial professional for The Galeb Group and spends about a quarter of his time as a business manager for Bidwell Environmental, LLC. Additionally, Ryan sells life insurance products and is a managing partner for Counter Point Thoroughbreds, LLC, and occasionally creates content for Evestar.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations5 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.