Zachary Stan Smith

Employer firm

Northside Group Wealth Management, LLC CRD 148608

$12.5M regulatory AUM 90 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 09/2010 → 01/2017
  Zachary Stan Smith Dba Northside Wealth Management
  Mount Airy, NC
• 01/2017 → Present
  Northside Group Wealth Management, Llc
  Mount Airy, NC

Previous Registrations

• 2005-06-21 → 2008-12-31
  Raymond James Financial Services, Inc.
  Winston-Salem, NC
  Mt. Airy, NC
  Mt. Airy, NC
  Winston-Salem, NC

Other Businesses

Mortgage Originator and Insurance Sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-06-06
• S63 Uniform Securities Agent State Law Examination
  1992-01-14

Designations

• Certified Financial Planner