Thomas Benjamin Metzger
Investment adviser representative at Citizens Private Wealth
12 yearsExperience
1 stateRegistered in
$16.6BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Citizens Private WealthSep 2024 to now
- Citizens Securities, Inc.Jan 2024 to now
- J.P. Morgan Securities LLCSep 2023 to Jan 2024
- First Republic Investment Management, IncSep 2022 to Sep 2023
- First Republic Securities Company, LLCSep 2022 to Sep 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Sep 2022
- Wells Fargo Advisors, LLCJan 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (FL).
Citizens Private Wealth
Legal name: Citizens Private Wealth, LLC
$16.6BAssets managed
2,567Clients
93Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5311021
- Firm CRD
- 106743