Unclaimed Profile

Adam J Smetzer

SKY VISION WEALTH, LLC·COLUMBUS, Ohio

SIE, Series 7, Series 66CFPClean record16 years registeredSKY VISION WEALTH, LLC

445 HUTCHINSON AVE., COLUMBUS, OH 43235CRD# 5628049Firm CRD# 317010

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam J Smetzer · COLUMBUS, OH

Registration

CRD #5628049 · SKY VISION WEALTH, LLC · 16 years registered

Brand Profile

Not yet started

Career History

SKY VISION WEALTH, LLC

Dec 2021 – present

COMMONWEALTH FINANCIAL NETWORK

Feb 2014 – Jan 2022

DUBLIN, OH

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 2010 – May 2012

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 16, 2010

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SKY VISION WEALTH, LLC

CRD 317010 · SEC 801-122787

AUM

$18M

Regulatory assets under management

Employees

99 client accounts

Services offered by SKY VISION WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SKY VISION WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Adam J Smetzer offer?

Adam J Smetzer specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in COLUMBUS, Ohio for a consultation.

What are Adam J Smetzer's credentials?

Adam J Smetzer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Adam J Smetzer located?

Adam J Smetzer is based in COLUMBUS, Ohio, working with SKY VISION WEALTH, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does Adam J Smetzer charge for services?

Adam J Smetzer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SKY VISION WEALTH, LLC?

SKY VISION WEALTH, LLC has approximately 1 employees and manages $18M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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