William Metz has been an investment adviser representative at Feltl Advisors since July 2013, and is not listed among the firm’s executive officers or direct owners.
Feltl Advisors, LLC is a Plymouth, MN firm with $166M under management, 397 clients and 15 advisers across 3 offices, as of its March 2026 filing.
William Metz’s longest registration is the current one, 13 years at Feltl Advisors since 2013. Before joining Feltl Advisors in 2013, William Metz was registered through Feltl Advisors and Advanced Equities, Inc.
- Feltl Advisors– · 1 yearChicago, IL · Adviser representative · Firm CRD 6905
- Advanced Equities, Inc.– · 7 yearsChicago, IL · Adviser representative · Firm CRD 35545
Investment adviser representative registrations
William Metz is registered as an investment adviser representative in Illinois, since July 2013.
- IllinoisSince 18 July 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 6 October 2005 |
| PC | AMEX Put and Call Exam | 13 February 1991 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 March 1984 |
| Series 7 | General Securities Representative Examination | 20 December 1975 |
| Series 1 | Registered Representative Examination | 16 May 1975 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- AMEX Put and Call Exam
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Registered Representative Examination
- Full name
- William Henry Metz
- CRD
- 808295
- Firm
- Feltl Advisors · CRD 165244
- Office
- Chicago, IL
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 1975
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does William Metz work?
William Metz is an investment adviser representative registered through Feltl Advisors, LLC since July 2013, and is not listed among the firm’s executive officers or direct owners.
Is William Metz a financial advisor?
Yes. William Metz has a current investment-adviser registration in Illinois, through Feltl Advisors since July 2013.
How many years of experience does William Metz have?
William Metz has 51 years in the financial industry, since June 1975, across 3 adviser firms.
What exams has William Metz passed?
William Metz has passed 5 licensing exams: the Series 1, Series 7, Series 63, PC and Series 65. The earliest, the Series 1, was passed in May 1975. FINRA credited William Metz with the SIE, which began in October 2018.
Where did William Metz work before Feltl Advisors?
Before Feltl Advisors, William Metz was registered through Advanced Equities, Inc., October 2005 to November 2012.
Where is William Metz based?
William Metz’s registered office is in Chicago, IL.
Is William Metz registered with FINRA?
Yes. William Metz has a current broker registration, under CRD 808295.
Source: FINRA BrokerCheck
How can I verify William Metz’s record?
Search CRD 808295 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish William Metz’s full registration record.
