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Managing Member, Chief Compliance Officer · Millenia Financial Partners, LLC

Gary L. Smith

CRD 1670049 · Named on Form ADV at one SEC-registered adviser

At a glance

Millenia Financial Partners, LLC, an SEC-registered wealth manager with $127 million in regulatory assets, lists Gary L. Smith on its Form ADV as Managing Member, Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Gary’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.