Steven Smetana has been an investment adviser representative at Symphony Financial Services since December 2016, and is not listed among the firm’s executive officers or direct owners.
Symphony Financial Services, Inc. is an Akron, OH firm with $429M under management, 641 clients and 7 advisers across 2 offices, as of its February 2026 filing.
Steven Smetana’s longest registration is the current one, 9 years at Symphony Financial Services since 2016. Before joining Symphony Financial Services in 2016, Steven Smetana was registered through Ameriprise Financial Services, Inc. and Centrust Wealth Management, Inc.
- – present · 9 yearsAkron, OH · Adviser representative · Firm CRD 125058
- Ameriprise Financial Services, Inc.– · 4 yearsAkron, OH · Adviser representative · Firm CRD 6363
- Centrust Wealth Management, Inc.– · 1 yearAkron, OH · Adviser representative · Firm CRD 120844
- Edward Jones– · 3 yearsAkron, OH · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Steven Smetana is registered as an investment adviser representative in Ohio, since December 2016.
- OhioSince 13 December 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 June 2007 |
| Series 7 | General Securities Representative Examination | 6 June 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Steven Robert Smetana
- CRD
- 5324825
- Firm
- Symphony Financial Services · CRD 125058
- Office
- 4100 EMBASSY PARKWAY, SUITE 100, Akron, OH 44333
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2007
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Steven Smetana work?
Steven Smetana is an investment adviser representative registered through Symphony Financial Services, Inc. since December 2016, and is not listed among the firm’s executive officers or direct owners.
Is Steven Smetana a financial advisor?
Yes. Steven Smetana has a current investment-adviser registration in Ohio, through Symphony Financial Services since December 2016.
How many years of experience does Steven Smetana have?
Steven Smetana has 19 years in the financial industry, since June 2007, across 4 adviser firms.
What exams has Steven Smetana passed?
Steven Smetana has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2007. FINRA credited Steven Smetana with the SIE, which began in October 2018.
Where did Steven Smetana work before Symphony Financial Services?
Before Symphony Financial Services, Steven Smetana was registered through Centrust Wealth Management, Inc., October 2010 to July 2012; Edward Jones, July 2007 to September 2010.
Where is Steven Smetana based?
Steven Smetana’s registered office is in Akron, OH.
Is Steven Smetana registered with FINRA?
Yes. Steven Smetana has a current broker registration, under CRD 5324825.
Source: FINRA BrokerCheck
How can I verify Steven Smetana’s record?
Search CRD 5324825 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Steven Smetana’s full registration record.