RS
Reagan M. Smith
MILLENNIAL WEALTH
Seattle, WA
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CRD#: 7564753
RS
Professional summary
Reagan Marie Smith is a registered financial advisor currently at MILLENNIAL WEALTH located in Seattle, Washington.
Reagan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Reagan has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Reagan Marie Smith's 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®
NoneExperience
Current
February 23, 2026 - Present
MILLENNIAL WEALTH
RIA
CRD#: 289970
Seattle, WA
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".
MILLENNIAL WEALTH
IGNITE FINANCIAL PLANNING | MILLENNIAL WEALTH LLC | MILLENNIAL WEALTH
CRD#: 289970 / SEC#: 801-129376
RIA
Registered Investment Advisory firm - (1/17/2024 Approved)Alaska
Registered Investment Advisory firm - (12/31/2018 Terminated)California
Registered Investment Advisory firm - (2/17/2024 Terminated)New York
Registered Investment Advisory firm - (1/18/2024 Terminated)Texas
Registered Investment Advisory firm - (1/18/2024 Terminated)Washington
Registered Investment Advisory firm - (2/20/2024 Terminated)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
Washington(2/23/2026)
Exams
Current Firm
MILLENNIAL WEALTH
IGNITE FINANCIAL PLANNING | MILLENNIAL WEALTH LLC | MILLENNIAL WEALTH
CRD#: 289970 / SEC#: 801-129376
RIA
Registered Investment Advisory firm - (1/17/2024 Approved)Alaska
Registered Investment Advisory firm - (12/31/2018 Terminated)California
Registered Investment Advisory firm - (2/17/2024 Terminated)New York
Registered Investment Advisory firm - (1/18/2024 Terminated)Texas
Registered Investment Advisory firm - (1/18/2024 Terminated)Washington
Registered Investment Advisory firm - (2/20/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Fall City, WA
Mailing Address
Phone number
(206) 207-8426
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 229 |
| AUM (Assets Under Management) | $ 278,715,447 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2025 |
Red Flags
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