Zachary Brandon Smythe
Investment adviser representative at Allworth Financial, L.P.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$33.6BFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Allworth Financial, L.P.Jun 2026 to now
- Arthur Stein Financial, LLCMay 2024 to Jun 2026
- Vci Wealth Management LLCMay 2023 to Feb 2024
- Ae Wealth Management, LLCDec 2022 to May 2023
- Fefa Asset Management LLCDec 2022 to May 2023
- The Vanguard Group, Inc.Jul 2019 to Nov 2022
- Northwestern MutualJun 2018 to Aug 2018
- Towson UniversityAug 2017 to Dec 2018
- Morton and Gettys Law FirmJan 2017 to May 2017
- MyeyedrMay 2016 to Jan 2017
- Winthrop UniversityAug 2014 to May 2017
- Great PanesMay 2012 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MD).
Allworth Financial, L.P.
$33.6BAssets managed
29,297Clients
319Advisers
19 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
- 6958675
- Firm CRD
- 111167