Zackary Smutzer has been an investment adviser representative at Sage Wealth Planning since August 2025, and is not listed among the firm’s executive officers or direct owners.
Sage Wealth Planning, LLC is a Georgetown, TX firm with $127M under management, 119 clients and 3 advisers across 3 offices, as of its June 2026 filing.
- Sage Wealth PlanningCurrent– present · 1 yearAddison, TX · Adviser representative · Firm CRD 300747
Investment adviser representative registrations
Zackary Smutzer is registered as an investment adviser representative in Texas, since August 2025.
- TexasSince 20 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 July 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Zackary Boyd Smutzer
- CRD
- 7755816
- Firm
- Sage Wealth Planning · CRD 300747
- Office
- Addison, TX
- Registration
- Investment adviser registration
- In the industry since
- August 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Zackary Smutzer work?
Zackary Smutzer is an investment adviser representative registered through Sage Wealth Planning, LLC since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Zackary Smutzer a financial advisor?
Yes. Zackary Smutzer has a current investment-adviser registration in Texas, through Sage Wealth Planning since August 2025.
How many years of experience does Zackary Smutzer have?
Zackary Smutzer has 1 year in the financial industry, since August 2025, across 1 adviser firm.
What exams has Zackary Smutzer passed?
Zackary Smutzer passed the Series 65 in July 2025.
Where is Zackary Smutzer based?
Zackary Smutzer’s registered office is in Addison, TX.
Is Zackary Smutzer registered with FINRA?
No. Zackary Smutzer has no current broker registration.
How can I verify Zackary Smutzer’s record?
Search CRD 7755816 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zackary Smutzer’s full registration record.
