Connor Matthew Smith
Investment adviser representative at Osaic Advisory Services, LLC
15 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$15.5BFirm 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
- Seminars and workshops
Experience
15 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Osaic Advisory Services, LLCApr 2022 to now
- Kampstra Wealth ManagementJun 2021 to now
- Triad Hybrid SolutionsJun 2021 to now
- Triad AdvisorsJun 2021 to Aug 2024
- Holiday Inn ExpressDec 2020 to Jun 2021
- Shippensburg UniversityAug 2017 to May 2021
- Giant Food StoresSep 2015 to Oct 2020
- Cumberland Valley HsAug 2011 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 4 states (MD, NC, PA, TX).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 7396705
- Firm CRD
- 171070