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Zachary Thomas Smith

Advisor at The huntington Investment company — Cadiz, OH

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

7 years

Location

Cadiz, OH 43907

The huntington Investment company logo

The huntington Investment company

Enterprise

Total advisors

427

Across 311 offices

Clients per advisor

99 High

Avg AUM per client

$184,627 Very Low

HNW client ratio

2% Very Low

About

Zachary Smith is a CFP® with seven years of industry experience, currently serving at The Huntington Investment Company. His prior roles include positions at Ameriprise Financial Services and Huntington National Bank. Outside of advisory work, he operates the scoreboard and clock for John Marshall High School home basketball games. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and corporations. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers with proprietary Private Bank portfolios.

Client services

Based on The huntington Investment company

Portfolio management Selection of other advisers

Expertise

Based on The huntington Investment company

ESG / Sustainable investing Active portfolio management Tax-loss harvesting

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Fee options

Percentage

$0 - $250,000: Foundations Program: 1.50% $250,001 - $400,000: Foundations Program: 1.35% $400,001 - $650,000: Foundations Program: 1.20% $650,001 - $1,150,000: Foundations Program: 1.00% $1,150,001 - $4,150,000: Foundations Program: 0.85% $4,150,001+: Foundations Program: 0.75% $0 - $100,000: GPS Select Program: 1.50% $100,001 - $250,000: GPS Select Program: 1.35% $250,001 - $500,000: GPS Select Program: 1.20% $500,001 - $1,000,000: GPS Select Program: 1.00% $1,000,001 - $4,000,000: GPS Select Program: 0.85% $4,000,001 - $7,000,000: GPS Select Program: 0.75% $7,000,001+: GPS Select Program: 0.65% $0 - $100,000: GPS Wrap Strategist Program: 1.50% $100,001 - $250,000: GPS Wrap Strategist Program: 1.35% $250,001 - $500,000: GPS Wrap Strategist Program: 1.20% $500,001 - $1,000,000: GPS Wrap Strategist Program: 1.00% $1,000,001 - $4,000,000: GPS Wrap Strategist Program: 0.85% $4,000,001 - $7,000,000: GPS Wrap Strategist Program: 0.75% $7,000,001+: GPS Wrap Strategist Program: 0.65% $0 - $100,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.75% $100,001 - $250,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.60% $250,001 - $500,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.45% $500,001 - $1,000,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.25% $1,000,001 - $4,000,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.10% $4,000,001 - $7,000,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.00% $7,000,001+: GPS Total Asset Allocation and Multi-Manager Accounts: 0.85% $0 - $250,000: GPS Premier Separate Account: 2.00% $250,001 - $500,000: GPS Premier Separate Account: 1.75% $500,001 - $1,000,000: GPS Premier Separate Account: 1.50% $1,000,001 - $4,000,000: GPS Premier Separate Account: 1.35% $4,000,001 - $8,000,000: GPS Premier Separate Account: 1.10% $8,000,001+: GPS Premier Separate Account: 0.90% $0 - $250,000: GPS Premier Separate Account Manager-Equity: 1.50% $250,001 - $500,000: GPS Premier Separate Account Manager-Equity: 1.25% $500,001 - $1,000,000: GPS Premier Separate Account Manager-Equity: 1.15% $1,000,001 - $4,000,000: GPS Premier Separate Account Manager-Equity: 1.00% $4,000,001 - $8,000,000: GPS Premier Separate Account Manager-Equity: 0.85% $8,000,001+: GPS Premier Separate Account Manager-Equity: 0.70% $0 - $1,000,000: PWC Program: 1.00% $1,000,001 - $4,000,000: PWC Program: 0.75% $4,000,001 - $9,000,000: PWC Program: 0.65% $9,000,001+: PWC Program: 0.50% $0 - $1,000,000: GPS Representative as Portfolio Manager: 1.15% $1,000,001 - $2,000,000: GPS Representative as Portfolio Manager: 1.00% $2,000,001 - $5,000,000: GPS Representative as Portfolio Manager: 0.75% $5,000,001 - $10,000,000: GPS Representative as Portfolio Manager: 0.50% $10,000,001+: GPS Representative as Portfolio Manager: 0.40%

Commissions

Huntington is a registered broker-dealer and offers brokerage services with commissions. Additional brokerage fees apply for accounts not in advisory programs or for transaction charges not covered by wrap fees.

Other

Account minimum: $10,000 (lowest minimum noted in Foundations Program) Minimum fee: GPS TFS Program has a minimum annual account fee of $1,500. Fee-only: Optional overlay services tax overlay and impact overlay fees range from 0.05% to 0.10%, paid to Envestnet, not retained by Huntington.

Location

See office

Cadiz, OH

Cadiz, 657 Lincoln Avenue

Cadiz OH 43907

Advisors at this office

1

Most active in

Ohio · Pennsylvania

Work history

7 years of industry experience

Ameriprise Financial Services, LLC

2026 - Present • 1 year

Cadiz, OH

The Huntington Investment Company

2022 - Present • 4 years

Columbus, OH

The Huntington National bank

2019 - 2022 • 3 years

St. Clairsville, OH

The huntington Investment company

2019 - 2022 • 3 years

Columbus, OH

The Huntington Investment Company

2019 - 2019 • 1 year

Columbus, OH

Huntington National Bank

2018 - 2019 • 1 year

St Clairsville, OH

West Liberty University

2016 - 2017 • 1 year

West Liberty, WV

Auto Choice

2015 - 2018 • 3 years

Moundsville, WV

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jeffrey P

Series 63, Series 65

Scio, OH

Cetera

Jeffrey Positano is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with Avantax Advisory Services and Avantax Investment Services and has operated Positano Tax & Financial Services LLC since 2008. Outside of his advisory role, he is involved in tax preparation and accounting, as well as insurance sales. Cetera Investment Advisers is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement services through a multi-manager platform with access to a variety of investment strategies and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Robert P

Series 63

Scio, OH

Cetera

Robert Positano is a financial advisor with Cetera who holds a Series 63 license and has 28 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Investment Services, Inc. for 27 years. In addition to his advisory role, he serves as an elected official for Archer Township and operates a coin buying and selling business as well as a tax preparation service. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to a wide range of investment strategies and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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