Zachary S. Smith
Professional summary
Zachary Stan Smith, CFP® is a registered financial advisor currently at NORTHSIDE GROUP WEALTH MANAGEMENT, LLC located in Mount Airy, North Carolina.
Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Zachary has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 24, Series 10 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Stan Smith's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2011
Experience
January 6, 2009 - Present
NORTHSIDE GROUP WEALTH MANAGEMENT, LLC
Office #1: 176 North Renfro St., Mount Airy, NC 27030June 21, 2005 - December 31, 2008
RAYMOND JAMES FINANCIAL SERVICES, INC.
April 27, 2005 - December 31, 2008
RAYMOND JAMES FINANCIAL SERVICES, INC.
November 20, 2001 - April 7, 2005
UVEST FINANCIAL SERVICES GROUP, INC.
July 30, 2001 - November 23, 2001
HOWARD WEIL INCORPORATED
January 15, 1992 - August 8, 2001
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/6/2009)
Exams
Current Firm
NORTHSIDE GROUP WEALTH MANAGEMENT, LLC
CRD#: 148608 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 94 |
| AUM (Assets Under Management) | $ 9,600,000 |
Red Flags
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