Gary Lee Smith

Financial advisor at Millenia Financial Partners, LLC · Sarasota, FL

Last updated 2026-10-10

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Gary Lee Smith is a financial advisor at Millenia Financial Partners, LLC in Sarasota, FL, CRD 1670049. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2021-10-13.

Registration

CRD number
1670049
Registration status
Active
IAPD registration
2021-10-13
Industry Experience
4 years
Work Experience
14 years
States registered
FL, NJ, NY, TX

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2012-07 to Present · Millenia Financial Partners, LLC · Sarasota, FL

Current employment

SEC IAPD record for Gary Lee Smith

Millenia Financial Partners, LLC

Regulatory AUM
$127,369,000
Registered advisors
1
Offices
2
Average AUM per client
$2.4M (Low)
High-net-worth client ratio
63.5% (High)

Millenia Financial Partners, LLC: advisors, services and reported ETF investments

About

Gary Lee Smith is a financial advisor at Millenia Financial Partners, LLC in Sarasota, FL. Reported securities licenses include Series 63 and Series 65. The latest record indicates 4 years of industry experience and 14 years of reported work history.

Millenia Financial Partners, LLC's firm-level Form ADV reports 1 advisors across 2 offices; approximately 52.0 clients per advisor, average assets per client of $2,449,404, and regulatory AUM of $127.4M; client categories including Individuals (non-HNW), High net worth individuals; services including Portfolio Management: Individuals and Small Businesses.

What this firm offers

Filed by Millenia Financial Partners, LLC on Form ADV.

Client services

  • Individuals and Small Businesses

Fee options

  • Percentage of Assets Under Management

Location

Sarasota, FL

1 advisor at this office.

Millenia Financial Partners office in Sarasota, FL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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