Advisor at The huntington Investment company
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Cadiz, OH 43907
Credentials
CFP®, Series 63, Series 65
Industry experience
6 years
Zachary Smith is a CFP® professional with six years of industry experience, currently advising at The Huntington Investment Company. His career includes various roles within Huntington entities since 2018. Outside of his advisory work, he serves as a clock operator for John Marshall High School basketball games. The Huntington Investment Company, operating as Huntington Financial Advisors, offers advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets across nearly 400 advisors and utilizes an open-architecture, model-driven platform combining third-party and proprietary investment models.
Based on The huntington Investment company
Based on The huntington Investment company
$0 - $250,000: 2.00% (GPS Premier Separate Account) $250,001 - $500,000: 1.75% (GPS Premier Separate Account) $500,001 - $1,000,000: 1.50% (GPS Premier Separate Account) $1,000,001 - $2,000,000: 1.35% (GPS Premier Separate Account) $2,000,001 - $5,000,000: 1.10% (GPS Premier Separate Account) $5,000,001+: 0.90% (GPS Premier Separate Account) $0 - $100,000: 1.75% (GPS Total Asset Allocation and Multi-Manager) $100,001 - $250,000: 1.60% (GPS Total Asset Allocation and Multi-Manager) $250,001 - $500,000: 1.45% (GPS Total Asset Allocation and Multi-Manager) $500,001 - $1,000,000: 1.25% (GPS Total Asset Allocation and Multi-Manager) $1,000,001 - $3,000,000: 1.10% (GPS Total Asset Allocation and Multi-Manager) $3,000,001 - $5,000,000: 1.00% (GPS Total Asset Allocation and Multi-Manager) $5,000,001+: 0.85% (GPS Total Asset Allocation and Multi-Manager) $0 - $100,000: 1.50% (GPS Select) $100,001 - $250,000: 1.35% (GPS Select) $250,001 - $500,000: 1.20% (GPS Select) $500,001 - $1,000,000: 1.00% (GPS Select) $1,000,001 - $3,000,000: 0.85% (GPS Select) $3,000,001 - $5,000,000: 0.75% (GPS Select) $5,000,001+: 0.65% (GPS Select) $0 - $100,000: 1.50% (GPS Wrap Strategist) $100,001 - $250,000: 1.35% (GPS Wrap Strategist) $250,001 - $500,000: 1.20% (GPS Wrap Strategist) $500,001 - $1,000,000: 1.00% (GPS Wrap Strategist) $1,000,001 - $3,000,000: 0.85% (GPS Wrap Strategist) $3,000,001 - $5,000,000: 0.75% (GPS Wrap Strategist) $5,000,001+: 0.65% (GPS Wrap Strategist) $0 - $1,000,000: 1.15% (GPS RPM) $1,000,001 - $2,000,000: 1.00% (GPS RPM) $2,000,001 - $5,000,000: 0.75% (GPS RPM) $5,000,001 - $10,000,000: 0.50% (GPS RPM) $10,000,001+: 0.40% (GPS RPM) $0 - $2,000,000: 1.00% (PWC Program) $2,000,001 - $5,000,000: 0.75% (PWC Program) $5,000,001 - $10,000,000: 0.65% (PWC Program) $10,000,001+: 0.50% (PWC Program)
Account minimum: $10,000 Minimum fee: GPS TFS Program minimum annual account fee of $1,500 Fee-only: Wrap fee programs with tiered AUM fees as detailed in fee_tiers
Cadiz, 657 Lincoln Avenue
Cadiz, OH 43907
Ohio
The Huntington Investment Company
2022 - Present (4 years)
The huntington Investment company
2019 - 2022 (3 years)
The Huntington National bank
2019 - 2022 (3 years)
The Huntington Investment Company
2019 - 2019 (1 year)
Huntington National Bank
2018 - 2019 (1 year)
West Liberty University
2016 - 2017 (1 year)
Auto Choice
2015 - 2018 (3 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Scio, OH
Cetera
Jeffrey Positano is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services and has operated Positano Tax & Financial Services LLC since 2008. In addition to advisory work, he is involved in tax preparation and accounting services through his own firm and sells property, casualty, and life insurance. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan solutions, and access to third-party money managers, supported by a range of advisor-managed accounts and model portfolio programs.
Series 63
Scio, OH
Cetera
Robert Positano is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Investment Services, Inc. from 1998. He has also been involved in local government as an elected official for Archer Township since 1996 and operates Positano Tax Service, providing tax preparation and financial services since 1987. Additionally, he owns a business focused on the purchase and sale of coins conducted primarily online. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing both advisor-managed accounts and firm-sponsored model portfolios, with notable retirement and fiduciary capabilities integrated into its broad institutional platform.
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