Gary Lee Smith
Investment adviser representative at Millenia Financial Partners, LLC
14 yearsExperience
4 statesRegistered in
$127.4MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Millenia Financial Partners, LLCJul 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 4 states (FL, NJ, NY, TX).
Millenia Financial Partners, LLC
$127.4MAssets managed
52Clients
1Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1670049
- Firm CRD
- 110832