Millenia Financial Partners, LLC

Millenia Financial Partners, LLC (CRD# 110832) is a financial advisory firm headquartered in , . They manage $75,108,200 in 56 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $1,341,218
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, NY, TX

Financial Advisors at Millenia Financial Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gary Smith, financial advisor Basking Ridge NJ
Gary L. Smith
CRD#: 1670049
Basking Ridge, NJ

Gary Smith (CRD# 1670049) is an Investment Advisor Representative working at Millenia Financial Partners, LLC in Basking Ridge, NJ and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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