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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
D••••• L•••• M•••
- Title
- Managing Partner & CWOreportedmonecoadvisors.comfirm site, Sep 15, 2026
- Partner or owner
- “Derrek joined M••••• A••••••• in 2021 as a Managing Partner, bringing over 2 decades of experience in the financial services industry.”reportedmonecoadvisors.comthe sentence on the bio page
- Professional profile
- monecoadvisors.com/our-team/derrek-metzreportedmonecoadvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- M••••• A••••••• independent RIA currentsince Sep 2, 2021 · New Canaan, Ct
- M•• I•••••••• S•••••••• L•• BD affiliatedMar 25, 2017 to Sep 9, 2021 · Stamford, Ct
- M•• F•••••••• S•••••••• I••• formerFeb 28, 2012 to Mar 25, 2017 · Stamford, Ct
- A••••••••• F•••••••• S•••••••• L•• national BDJan 27, 2003 to Jan 13, 2012 · Norwalk, Ct
- M•• I•••••••• S•••••••• L•• to M••••• A•••••••left Sep 9, 2021, registered Sep 2, 2021 (-7 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- M•• F•••••••• S•••••••• I••• to M•• I•••••••• S•••••••• L••left Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
- A••••••••• F•••••••• S•••••••• L•• to M•• F•••••••• S•••••••• I•••left Jan 13, 2012, registered Feb 28, 2012 (46 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address