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Conrad Francis Metzger

Capital Client Group, Inc.

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About Conrad Francis Metzger

Conrad Metzger is a financial advisor with over 20 years of experience in the industry. Conrad is currently registered with Capital Client Group, Inc. and is licensed in 25 states. Conrad has previously worked at Provasi Capital Partners LP, Invesco Distributors, Inc., SunAmerica Capital Services, Inc., State Capital Markets Corporation, D. H. Blair & Co., Inc. and Gruntal & Co. Incorporated. Conrad is a Series 7, 24 and 63 licensed advisor and has passed the SIE and Series 65 exams.

Firm Information

Conrad Metzger is currently registered with Capital Client Group, Inc.. Capital Client Group, Inc. is a corporation established in 1972 and headquartered in Los Angeles, California. The firm provides various investment advisory services, including recommending affiliate as an investment advisor of SMA assets. They primarily serve corporations, individuals, insurance companies, investment companies, and other investment advisors. The firm is registered with the SEC and in 53 states.
Capital Client Group, Inc.

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071-1406

Not reported

Assets Under Management

Not reported

Total Clients

619

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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recommending affiliate as investment adviser of sma assets

Recommending affiliate as investment adviser of sma assets

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

As agreed upon in a manner that covers registrant's costs

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Conrad Metzger’s Registration & Firm History

CA

12/19/2016 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

TX

04/13/2015 - 05/05/2016

PROVASI CAPITAL PARTNERS LP (DALLAS TX)

TX

05/26/2011 - 03/03/2015

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

NJ

09/25/1997 - 05/09/2011

SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

NY

11/21/1995 - 08/26/1996

STATE CAPITAL MARKETS CORPORATION (NEW YORK NY)

NY

07/08/1995 - 11/21/1995

D. H. BLAIR & CO., INC. (NEW YORK NY)

NY

05/19/1995 - 07/05/1995

GRUNTAL & CO. INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/28/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/12/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/01/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Conrad Francis Metzger.
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