Damion Lenell Smith
Investment adviser representative at Great Gable Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$220.5MFirm assets
5 yearsFirm 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.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Great Gable Wealth Management, LLCJun 2020 to now
- Great Gable Wealth ManagementFeb 2019 to May 2020
- Morgan Stanley Private Bank, National AssociationJan 2015 to Feb 2019
- Morgan StanleyJan 2013 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (CA).
Great Gable Wealth Management, LLC
Legal name: Great Gable Advisors, LLC
$220.5MAssets managed
301Clients
3Advisers
5 yearsIn 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
- 2742796
- Firm CRD
- 297501