Nadya Mets
Investment adviser representative at Morton Wealth
13 yearsExperience
1 stateRegistered in
CFADesignation
$3.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Morton WealthFeb 2022 to now
- Salient Wealth Planning GroupJan 2021 to Jan 2022
- Four Points Capital Partners LLCJan 2018 to Jan 2021
- Niagara International Capital LimitedNov 2016 to Jan 2018
- Finestone PartnersOct 2016 to Jan 2021
- Options 4 You FsApr 2013 to Nov 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Morton Wealth
Legal name: Morton Capital Management, LLC
$3.5BAssets managed
1,279Clients
31Advisers
20 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
- 6729679
- Firm CRD
- 141250