Zachary Craig Smith

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 09/2018
  Jp Morgan Securities Llc
  Huntington Beach, CA
• 10/2015 → 09/2018
  Jp Morgan Chase Bank
  Huntington Beach, CA
• 12/2017 → 04/2026
  Study Tech
  Costa Mesa, CA
• 10/2018 → 04/2026
  Sageview Advisory Group, Llc
  Irvine, CA
• 11/2018 → 04/2026
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2018 → 04/2026
  Sageview Advisory Group, Llc
  Irvine, CA
• 04/2026 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2018-10-30 → 2026-04-27
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 2015-12-18 → 2018-10-12
  J.P. Morgan Securities Llc
  Huntington Beach, CA
  Huntington Beach, CA
  Huntington Bch, CA
• 2014-09-02 → 2015-09-30
  Cetera Wealth Services, Llc
  Irvine, CA
  Newport Beach, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-01
• S63 Uniform Securities Agent State Law Examination
  2013-01-29

Designations

• Certified Financial Planner

Other Names

• Zack Craig Smith
• Zachary C Smith
• Zachary Smith
• Zack Smith