Gary M. Smith

HUB INVESTMENT ADVISORS,

BRIGHTON, MI 48114

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CRD#: 1761125

Professional summary

Gary Michael Smith is a registered financial advisor currently at HUB INVESTMENT ADVISORS, INC located in Brighton, Michigan and HUB INVESTMENT PARTNERS, LLC located in Brighton, Michigan.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Gary has worked at 8 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Michael Smith's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 1, 2022 - Present

HUB INVESTMENT ADVISORS, INC

Office #1: 7219 Grand River Rd, Brighton, MI 48114

RIA

CRD#: 164600

BRIGHTON, MI

Current

January 6, 2026 - Present

HUB INVESTMENT PARTNERS, LLC

Office #1: 7219 Grand River Road, Brighton, MI 48114

RIA

CRD#: 307956

BRIGHTON, MI

Past

December 15, 2016 - December 23, 2022

GRACE AND PORTA FINANCIAL SERVICES, LLC

RIA

CRD#: 285793

BRIGHTON, MI

Past

May 8, 2015 - March 2, 2017

WEALTH TEAMS ALLIANCE

RIA

CRD#: 168907

NOVI, MI

Past

October 18, 1994 - January 24, 2002

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

November 20, 1989 - December 11, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

November 19, 1989 - January 3, 1994

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

March 21, 1989 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

November 27, 1987 - April 3, 1989

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HUB INVESTMENT PARTNERS, LLC

CRD#: 307956 / SEC#: 801-118346

RIA

Registered Investment Advisory firm - (4/1/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(12/1/2022)

IAR

Texas
(1/6/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/28/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/25/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 11/25/1987

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HUB INVESTMENT PARTNERS, LLC

CRD#: 307956 / SEC#: 801-118346

RIA

Registered Investment Advisory firm - (4/1/2020 Approved)

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Contact information

Main Address

900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746

Mailing Address

Phone number

(512) 600-5390

Established

Firm type

Fiscal year end

# of Employees

144

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TCG FORM ADV PART 2A - MARCH 2023 (1/23/2026)

Regulatory assets under management

Total Number of Accounts	8,633
AUM (Assets Under Management)	$ 8,979,977,344

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
04/29/2025	Cover Page	Report
01/29/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Gary M. Smith

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Michael Smith's CRS (Customer Relationship Summary).

Certified licenses

Experience

HUB INVESTMENT PARTNERS, LLC

GRACE AND PORTA FINANCIAL SERVICES, LLC

WEALTH TEAMS ALLIANCE

VOYA FINANCIAL PARTNERS, LLC

INTEGRATED RESOURCES EQUITY CORPORATION

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

OSAIC FS, INC.

Primary Firm SEC Registration

HUB INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/28/2015

Series 63

Date: 11/25/1987

Series 6

Date: 11/25/1987

Current Firm

HUB INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HUB INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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