Gary Alan Smith
Investment adviser representative at Invariant Investment Management
11 yearsExperience
1 stateRegistered in
CFADesignation
$182.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Gr72 Financial ConsultingJul 2025 to now
- Invariant Investment ManagementApr 2019 to now
- Cme GroupDec 2015 to Mar 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Invariant Investment Management
Legal name: Invariant Investment Management LLC
$182.7MAssets managed
313Clients
6Advisers
9 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
- 7111370
- Firm CRD
- 168772