Zachary Michael Smith
Investment adviser representative at The Kelly Group
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.1BFirm 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
- Pension consulting
Experience
13 years in the industry.
- The Kelly GroupOct 2021 to now
- Kelly Financial Group, LLCFeb 2021 to now
- Olio Financial PlanningOct 2018 to Dec 2020
- Kelly Financial Group LLCMay 2018 to Aug 2018
- Partners In Financial PlanningDec 2017 to Jan 2018
- Virginia Tech Athletic DepartmentAug 2017 to Dec 2017
- Virginia TechAug 2015 to May 2019
- Greenfield Sport ComplexMay 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
The Kelly Group
Legal name: Kelly Financial Group, LLC
$1.1BAssets managed
1,113Clients
16Advisers
6 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
- 6959970
- Firm CRD
- 310140