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Gary S
Series 63, Series 65
Sarasota, FL
Millenia Financial Partners, LLC
Gary Smith is a financial advisor at Millenia Financial Partners, LLC in Sarasota, FL, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led Millenia Financial Partners since 2012. Millenia Financial Partners provides investment supervisory and portfolio management services to individual clients, including both high-net-worth and non-high-net-worth individuals. The firm manages approximately $115.8 million across about 55 client relationships, employing a range of investment strategies including fundamental, technical, quantitative, and qualitative analysis, with an emphasis on personalized investment policies and active portfolio management.
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