Edward C. Smith
VALOR WEALTH PARTNERS
Washington, DC 20005
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CRD#: 4091288
Professional summary
Edward Charles Smith, CFP®, who also goes by Ed C Smith, Ed Smith, is a registered financial advisor currently at VALOR WEALTH PARTNERS located in Washington, District Of Columbia.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Edward has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
With over 22 years of experience providing financial planning guidance, Ed has helped hundreds of families navigate complex and emotional dilemmas. He combines decades of experience with personalized strategies to help clients meet their needs. By simplifying his comprehensive analysis into down-to-earth terms, he is able to help clients understand their situation and take positive actions.
Helping people with their financial goals is a deeply personal mission for Ed. Early struggles with money led him to pursue a meaningful career guiding people through the financial planning process.
As a Certified Financial Planner, Ed follows the CFP Board’s Code of Ethics and Standards of Conduct. The complex knowledge required to obtain and maintain this professional designation helps Ed develop extensive financial plans that hardworking people deserve.
Ed’s devotion to the community is evident in the numerous charitable associations where he volunteers his time. He’s currently a captain for a team of cyclists in the annual Pan-Mass Challenge and is a two-time marathoner for the Leukemia and Lymphoma Society. He attributes his core values of integrity and attention to detail to his service with the U.S. Marines.
We invite you to see our passion and knowledge on how your federal benefits can be maximized at our YouTube channel: https://www.youtube.com/c/FinancialPlanning4Feds
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Estate Planning
Retirement Planning
Insurance Planning
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
AUM
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Estate & Generational Planning...
Federal Employees
Fixed Fee (Subscription, Retai...
Are you a "fiduciary"?
Yes
Aliases
Ed C Smith | Ed Smith
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Edward Charles Smith's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2011
Experience
Current
April 13, 2022 - Present
VALOR WEALTH PARTNERS
Office #1: 1200 G St Nw Suite 800, Washington, DC 20005RIA
CRD#: 315179
Washington, DC
Past
September 26, 2018 - June 1, 2022
CS PLANNING CORP
RIA
CRD#: 149937
Boston, MA
Past
September 18, 2009 - August 16, 2018
LPL FINANCIAL LLC
RIA
CRD#: 6413
WALTHAM, MA
Past
September 16, 2009 - August 16, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
WALTHAM, MA
Past
November 7, 2005 - September 16, 2009
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
MARLBOROUGH, MA
Past
October 4, 2005 - September 16, 2009
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
MARLBOROUGH, MA
Past
September 20, 2001 - October 20, 2005
NEW ENGLAND SECURITIES
RIA
CRD#: 615
RIVERSIDE, RI
Past
August 10, 2001 - October 20, 2005
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Past
February 7, 2000 - August 9, 2001
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
District of Columbia(6/2/2022)
IAR
Florida(1/4/2024)
IAR
Maryland(5/20/2022)
IAR
Massachusetts(4/13/2022)
IAR
New Hampshire(7/21/2022)
IAR
North Carolina(6/11/2025)
IAR
South Carolina(10/28/2025)
IAR
Texas(5/5/2022)
IAR
Virginia(6/13/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VALOR WEALTH PARTNERS
VALOR WEALTH PARTNERS | VALOR WEALTH PARTNERS, LLC
CRD#: 315179 / SEC#:
District of Columbia
Registered Investment Advisory firm - (6/2/2022 Approved)Florida
Registered Investment Advisory firm - (1/4/2024 Approved)Maryland
Registered Investment Advisory firm - (5/20/2022 Approved)Massachusetts
Registered Investment Advisory firm - (4/13/2022 Approved)New Hampshire
Registered Investment Advisory firm - (6/2/2022 Approved)North Carolina
Registered Investment Advisory firm - (6/11/2025 Approved)South Carolina
Registered Investment Advisory firm - (10/28/2025 Approved)Texas
Registered Investment Advisory firm - (4/14/2022 Conditional Restricted)Virginia
Registered Investment Advisory firm - (6/13/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1200 G St Nw Suite 800, Washington, DC 20005
Mailing Address
Phone number
(617) 648-2700
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 269 |
| AUM (Assets Under Management) | $ 45,941,808 |
Red Flags
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