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Michael Craig Metz

Investment Adviser Representative at BOS ASSET MANAGEMENT, LLC

Palm Coast, FLCRD #2667804Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
31 yrs
States Registered
3 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
FloridaIllinoisTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/4/1998
Series 63
Uniform Securities Agent State Law Examination
Passed 10/18/1995
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/19/2007
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/18/1995

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $3,000,0001.00%
Next $4,000,0000.90%
Next $3,000,0000.80%
Above $10,000,0000.70%
Source

BOS ASSET Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

RAYMOND JAMES FINANCIAL SERVICES, INC.
4/3/200712/2/2010SPRINGFIELD, IL
LPL FINANCIAL LLC
11/30/20104/5/2023SPRINGFIELD, IL
FRANKLIN FINANCIAL SERVICES CORPORATION
10/19/199510/1/2002HOUSTON, TX
AMERICAN GENERAL SECURITIES INCORPORATED
10/1/20024/4/2007SPRINGFIELD, IL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Craig Metz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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