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RIA / WealthAdvisordual registered (broker-dealer)37 years in industry

ROBERT ELLIS METZ

Advisor at TRUIST ADVISORY SERVICES, INC.

CHARLESTON, WV

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Search this name across graphsid dfx:ria:ae8afe61-9130-eaaf-9a7e-4db9aad651a6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 17, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TRUIST ADVISORY SERVICES, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 31, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jan 31, 1989
First registration: Aug 17, 2001
Dual registered: yes, broker-dealer
Other names: ROBERT ELLIS METZ|BOB METZ
IAPD individual key: 1858893

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Mar 2, 2021	n/a	yes	CHARLESTON, WV	Current employment
BB&T SECURITIES, LLC	Former SEC adviser	Jan 2, 2013	Mar 2, 2021	no	CHARLESTON, WV\|RICHMOND, VA	Previous registration
SCOTT & STRINGFELLOW, LLC	Former SEC adviser	Sep 22, 2004	Jan 2, 2013	no	CHARLESTON, WV\|CHARLESTON, WV	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Aug 17, 2001	Oct 4, 2004	no	CHARLESTON, WV	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BB&T SECURITIES, LLC	TRUIST ADVISORY SERVICES, INC.	Mar 2, 2021	Mar 2, 2021	0	Bulk transfer	Ibd to ibd
SCOTT & STRINGFELLOW, LLC	BB&T SECURITIES, LLC	Jan 2, 2013	Jan 2, 2013	0	Bulk transfer	Other
WELLS FARGO ADVISORS	SCOTT & STRINGFELLOW, LLC	Oct 4, 2004	Sep 22, 2004	-12	Firm change	Other

Relationships

Registered with (4)

→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Mar 2, 2021 to presentfactForm ADV
→ BB&T SECURITIES, LLCRegistered adviserregistration: previous registration
Jan 2, 2013 to Mar 2, 2021factForm ADV
→ SCOTT & STRINGFELLOW, LLCRegistered adviserregistration: previous registration
Sep 22, 2004 to Jan 2, 2013factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 17, 2001 to Oct 4, 2004factForm ADV

Dated events

No dated event names this entity yet.