Heath J Smargiasso
Investment adviser representative at Valmark Advisers, Inc.
21 yearsExperience
1 stateRegistered in
$10.2BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Valmark Advisers, Inc.Dec 2020 to now
- Valmark Financial GroupDec 2020 to now
- Able Regulatory Consultants, LLCJan 2005 to now
- Ssn Advisory, IncJun 2017 to Nov 2020
- Securities Service Network, IncMay 2017 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (OH).
Valmark Advisers, Inc.
Legal name: Valmark Advisers Inc
$10.2BAssets managed
14,890Clients
265Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2830963
- Firm CRD
- 108050