Brian Ecker
Advisor at Métier Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Brian Ecker is a CFA® charterholder with two years of industry experience. He currently serves as an advisor at Métier Capital, LLC and previously worked at Manning & Napier for twelve years. Métier Capital provides investment advisory and consulting services exclusively to other advisory firms, focusing on non-discretionary portfolio management and investment committee participation. The firm combines internal and external research to offer tailored, long-term investment solutions with an emphasis on downside risk controls.
Fee options
Minimum fee: Investment consulting services typically range between $40,000 and $180,000 annually Fee-only: Investment consulting services and investment management services are fee-based with no commissions
Location
Palm Harbor, FL
Most active in
Brian E has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
Métier Capital, LLC
2023 - Present (3 years)
Not Employed
2022 - 2023 (1 year)
Rsm Us Llp
2022 - 2022 (1 year)
Not Employed
2022 - 2022 (1 year)
Manning & Napier
2009 - 2021 (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
William H
Series 65, Series 66
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Nicholas B
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Donald R
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Reynolds Capital Management, Inc.
Tom L
CFP®
Tampa, FL
Caliber Wealth Advisory
Tom LeClaire is the Principal and a Senior Wealth Manager at Caliber Wealth Advisory based in Tampa, FL. Tom holds the CERTIFIED FINANCIAL PLANNER™ designation and graduated from Stetson University with a Master of Business Administration and a Bachelor’s degree in Political Science. Prior to starting Caliber Wealth Advisory, Tom worked for Charles Schwab & Company for ten years, primarily as a Financial Consultant, where he developed and maintained client relationships focusing on financial planning, investment analysis, and portfolio management. In addition to leading a team of qualified professionals, his core responsibilities at Caliber Wealth Advisory include wealth management covering financial planning, strategic investment management, and client education. Since 1994, Tom has served in the Army Guard, deployed overseas three times, and currently works with the 50th Regional Support Group in Homestead, FL. Tom was born and raised in Central Florida and resides in Tampa. He is the proud husband of his wife, Michelle, and he spends his free time with her, raising their newborn daughter.
Ralph M
Series 63, Series 65
Odessa, FL
Carter Ridge Strategic Advisors
David K
Series 66
Clearwater, FL
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