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Zachary Brandon Smythe

Arthur Stein Financial, LLC

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About Zachary Brandon Smythe

Zachary Smythe is an investment advisor representative at Arthur Stein Financial, LLC, based in Bethesda, Maryland. Zachary has been in the industry for over 5 years, and has a Series 7, Series 63, and SIE license. Zachary holds the Certified Financial Planner designation and specializes in providing financial planning, portfolio management, and educational seminars. Zachary has a background in law and insurance, and is committed to providing his clients with personalized financial advice. Prior to joining Arthur Stein Financial, LLC, Zachary was with Vanguard Marketing Corporation and AE WEALTH MANAGEMENT, LLC. Zachary’s previous experience provides him with a wide range of knowledge and expertise to help clients achieve their financial goals.

Firm Information

Zachary Smythe is currently registered with Arthur Stein Financial, LLC. Arthur Stein Financial, LLC is a Registered Investment Adviser based in Bethesda, MD. The firm manages approximately $109,716,901 in assets for 250 clients, primarily high-net-worth individuals and individuals other than high-net-worth. Arthur Stein Financial provides financial planning and portfolio management services for individuals. They also publish periodicals.
Arthur Stein Financial, LLC

6701 DEMOCRACY BLVD.

BETHESDA, MD 20817

$109.72M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Zachary Smythe’s Registration & Firm History

MD

05/22/2024 - Present

Arthur Stein Financial, LLC (BETHESDA MD)

NC

08/26/2019 - 11/17/2022

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 09/06/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/06/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Brandon Smythe.
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