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ZS

Zachary M. Smith

THE KELLY GROUP
Blacksburg, VA
Some features on this profile are disabled
CRD#: 6959970
ZS

Professional summary

Zachary Michael Smith, CFP®, who also goes by Zach Smith, is a registered financial advisor currently at THE KELLY GROUP located in Blacksburg, Virginia.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Zachary has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Zach 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Michael Smith's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 2020

Experience

Current

October 15, 2021 - Present

THE KELLY GROUP

RIA
CRD#: 310140
Blacksburg, VA
Past

April 16, 2020 - December 18, 2020

OLIO FINANCIAL PLANNING

RIA
CRD#: 282355
BLACKSBURG, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TK
THE KELLY GROUP
KELLY FINANCIAL GROUP, LLC | THE KELLY GROUP

CRD#: 310140 / SEC#: 801-119450

RIA
Registered Investment Advisory firm - (10/2/2020 Approved)

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
Maryland
(10/15/2021)
IAR
Virginia
(5/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/2/2019
Uniform Investment Adviser Law Examination

Current Firm

TK
THE KELLY GROUP
KELLY FINANCIAL GROUP, LLC | THE KELLY GROUP

CRD#: 310140 / SEC#: 801-119450

RIA
Registered Investment Advisory firm - (10/2/2020 Approved)
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Contact information

Main Address
48 East Gordon Street, Bel Air, MD 21014
Mailing Address
Phone number
(410) 893-0560
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (19 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE KELLY GROUP - BROCHURE - MARCH 31, 2025 (3/31/2025)
THE KELLY GROUP - BROCHURE - NOVEMBER 27, 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,936
AUM (Assets Under Management)$ 953,228,816

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

THE KELLY GROUP

CRD#: 310140Blacksburg, VA

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