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Clara Metz

6 Years of Experience
Minocqua, WI
Broker

Clara Metz is a registered investment advisor at Morgan Stanley, based in Minocqua, WI, with 6 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

9796 Highway 70 West, Minocqua, WI, 54548

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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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Other Business Activities

Clara is involved with the Lakeland Rotary as Finance Committee, Treasurer and Board Member since March 2021. This takes a few hours per week and involves accounting/bookkeeping.

Employment History
Current Registrations
Morgan Stanley
December 2019 - Present · 6 yrs 7 mos
Morgan StanleyBroker
November 2019 - Present · 6 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Clara Metz - Financial Advisor | TrueAdvisor