Paul Metz has been President of First American Asset Advisory since September 2015, is a control person of the firm and directly owns between 50% and 75% of it. Paul Metz holds a Business degree from Adelphi University.
First American Asset Advisory, LLC. is a Garden City, NY firm with $192M under management, 266 clients and 6 advisers in one office, as of its March 2026 filing.
Paul Metz is President of First American Asset Advisory, LLC. He is also a partner, shareholder and Acting Chief Executive Officer of Morgan Wilshire Securities, Inc., where he provides executive oversight of trading operations and management functions. He began his career at Lew Lieberbaum & Co. and joined Morgan Wilshire Securities, Inc. in 1998.
- – present · 8 yearsGarden City, NY · Adviser representative · Firm CRD 282254
Investment adviser representative registrations
Paul Metz is registered as an investment adviser representative in 2 states. The first approvals date from January 2019; the most recent is New York, in August 2021.
- New JerseySince 17 January 2019
- New YorkSince 13 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 57TO | Securities Trader Exam | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 18 July 2014 |
| Series 55 | Limited Representative-Equity Trader Exam | 15 August 2008 |
| Series 24 | General Securities Principal Examination | 21 November 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 March 1994 |
| Series 7 | General Securities Representative Examination | 15 February 1994 |
- Name
- Securities Trader Exam
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Paul John Metz
- CRD
- 2443570
- Firm
- First American Asset Advisory · CRD 282254
- Role
- President
- Office
- 59 HILTON AVENUE, SUITE 101, Garden City, NY 11530
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1994
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- firstaaa.com
Where does Paul Metz work?
Paul Metz has been President of First American Asset Advisory, LLC. since September 2015, and is a control person of the firm.
Is Paul Metz a financial advisor?
Yes. Paul Metz has a current investment-adviser registration in New Jersey and New York, through First American Asset Advisory since January 2019.
How many years of experience does Paul Metz have?
Paul Metz has 32 years in the financial industry, since April 1994, across 1 adviser firm.
What exams has Paul Metz passed?
Paul Metz has passed 7 licensing exams: the Series 7, Series 63, Series 24, Series 55, Series 65, Series 57TO and Series 99TO. The earliest, the Series 7, was passed in February 1994. FINRA credited Paul Metz with the SIE, which began in October 2018.
Where is Paul Metz based?
Paul Metz’s registered office is in Garden City, NY.
Is Paul Metz registered with FINRA?
Yes. Paul Metz has a current broker registration, under CRD 2443570.
Source: FINRA BrokerCheck
How can I verify Paul Metz’s record?
Search CRD 2443570 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Paul Metz’s full registration record.
