Mathew Warren Smith
Investment adviser representative at Valic Financial Advisors, Inc.
9 yearsExperience
11 statesRegistered in
CFP® certificationDesignation
$29.2BFirm assets
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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
Experience
9 years in the industry.
- AgiaDec 2022 to now
- Valic Financial Advisors, Inc.Aug 2017 to now
- Blue Paddle BistroMar 2017 to now
- UberJun 2023 to Mar 2024
- Barcelona Wine BarFeb 2015 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 11 states (CT, FL, MA, ME, NC, NH, NJ, NY, RI, SC, VT).
Valic Financial Advisors, Inc.
$29.2BAssets managed
293,026Clients
1,254Advisers
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
- 6409979
- Firm CRD
- 42803