DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
David Grant Metzger
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
Also filed as David G Metzger
At current firm
2 y
since Mar 25, 2024
In the industry
20 y
since Mar 14, 2006 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Northwestern Mutual Investment Services,LLC no RAUM currentsince Mar 25, 2024 · Chicago, Il
- Origin Investment Advisory LLC independent RIAJan 10, 2022 to Aug 7, 2023 · Chicago, Il
- Onyx Wealth Management LLC unclassifiedJan 6, 2017 to Aug 28, 2023 · Chicago, Il
- Plante Moran Financial Advisors independent RIAAug 20, 2014 to Jan 3, 2017 · Chicago, Il
- United Capital Financial Advisors independent RIANov 14, 2013 to May 28, 2014 · Northbrook, Il
- Legacy Wealth Management, LLC independent RIANov 27, 2006 to Jul 3, 2013 · Memphis, Tn
- Zacks Investment Management, Inc. mixed wealthMar 14, 2006 to Sep 5, 2006 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- Onyx Wealth Management LLC to Origin Investment Advisory LLCleft Aug 28, 2023, registered Jan 10, 2022 (-595 days) · Other
- Origin Investment Advisory LLC to Northwestern Mutual Investment Services,LLCleft Aug 7, 2023, registered Mar 25, 2024 (231 days) · Other
- Plante Moran Financial Advisors to Onyx Wealth Management LLCleft Jan 3, 2017, registered Jan 6, 2017 (3 days) · Other
- United Capital Financial Advisors to Plante Moran Financial Advisorsleft May 28, 2014, registered Aug 20, 2014 (84 days) · Other
- Legacy Wealth Management, LLC to United Capital Financial Advisorsleft Jul 3, 2013, registered Nov 14, 2013 (134 days) · Other
- Zacks Investment Management, Inc. to Legacy Wealth Management, LLCleft Sep 5, 2006, registered Nov 27, 2006 (83 days) · Other
Signals
- David Grant Metzger left Onyx Wealth Management Llc for Origin Investment Advisory Llc (registered 2022-01-10)Aug 28, 2023 · Advisor changed firm · fact
- David Grant Metzger left Origin Investment Advisory Llc for Northwestern Mutual Investment Services,Llc (registered 2024-03-25)Aug 7, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- No RAUM reportedderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address