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Mitchell Jeffrey Metz

RTD Financial Advisors Inc.

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About Mitchell Jeffrey Metz

Mitchell Metz is a financial advisor with over 30 years of experience in the industry. Mitchell is currently registered with RTD Financial Advisors Inc. and holds Series 6, Series 22 and Series 63 licenses. Mitchell has previously held positions with LINSCO/PRIVATE LEDGER CORP. and NYLIFE SECURITIES INC. Mitchell is also a Certified Financial Planner (CFP). Mitchell specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations.

Firm Information

Mitchell Metz is currently registered with RTD Financial Advisors Inc.. RTD Financial Advisors Inc. is a registered investment advisor located in Philadelphia, PA. They provide financial planning, pension consulting, and portfolio management services for individuals, businesses, corporations, pension and profit sharing plans, and charitable organizations. The firm manages approximately $2.12 billion in assets.
RTD Financial Advisors Inc.

30 S. 17TH STREET

PHILADELPHIA, PA 19103

$2.12B

Assets Under Management

Not reported

Total Clients

15

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mitchell Metz’s Registration & Firm History

PA

04/18/2016 - Present

RTD Financial Advisors Inc. (PHILADELPHIA PA)

NA

03/05/1990 - 12/31/1991

LINSCO/PRIVATE LEDGER CORP.

NA

10/14/1985 - 02/17/1990

NYLIFE SECURITIES INC.

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Licenses & Designations

BC

Issued 09/22/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/16/1986

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 10/11/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mitchell Jeffrey Metz.
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