AdFi
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Zachary Adam Bush

Investment Adviser Representative at W.A. SMITH FINANCIAL GROUP

Sheffield Village, OHCRD #5948217Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Zachary Adam Bush has worked in the securities industry since 2012. They are registered to provide investment advisory services in Ohio.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Ohio
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/17/2011
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/9/2011

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $500,0001.50%
$500,001 - $1,500,0001.10%
$1,500,001 - $2,500,0000.95%
$2,500,001 - $5,000,0000.85%
$5,000,001 - $10,000,0000.75%
$10,000,000+
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

W.A. Smith Financial Group Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

W.A. SMITH FINANCIAL GROUPCurrent
5/31/2022Sheffield Village, OH
J.P. MORGAN SECURITIES LLC
3/19/20211/4/2022Alliance, OH
TD AMERITRADE, INC.
7/15/20161/11/2021Canton, OH
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
7/15/201612/31/2020Canton, OH
PNC INVESTMENTS
1/8/20136/29/2016Wadsworth, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
11/18/201111/27/2012Akron, OH

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View W.A. SMITH FINANCIAL GROUP firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary Adam Bush has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Zachary Adam Bush - Financial Advisor in Sheffield Village, OH | AdvisorFinder