Zachary Michael Smith

Employer firm

The Kelly Group CRD 310140

$1.13B regulatory AUM 11 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 06/2019 → 12/2020
  Olio Financial Planning
  Blacksburg, VA
• 10/2018 → 06/2019
  Olio Financial Planning
  Blacksburg, VA
• 05/2018 → 08/2018
  Kelly Financial Group Llc
  Bel Air, MD
• 12/2017 → 01/2018
  Partners In Financial Planning
  Salem, VA
• 08/2017 → 12/2017
  Virginia Tech Athletic Department
  Blacksburg, VA
• 05/2013 → 08/2017
  Greenfield Sport Complex
  Troutville, VA
• 08/2015 → 05/2019
  Virginia Tech
  Blacksburg, VA
• 02/2021 → Present
  Kelly Financial Group, Llc
  Bel Air, MD

Previous Registrations

• 2020-04-16 → 2020-12-18
  Olio Financial Planning
  Blacksburg, VA
  Mclean, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-02

Designations

• Certified Financial Planner

Other Names

• Zach Smith