Gary Smith has been Chief Compliance Officer, Member of Invariant Investment Management since April 2023, is a control person of the firm and directly owns between 25% and 50% of it. Gary Smith holds a BBA in Finance & Economics from Emory University and an MBA from the University of Chicago Booth School of Business.
Invariant Investment Management LLC is a Camp Hill, PA firm with $183M under management, 313 clients and 6 advisers across 6 offices, as of its July 2026 filing.
Gary Smith is Director of Trading and Portfolio Management of Invariant Investment Management. He is responsible for the day-to-day trading and operations of client portfolios and contributes to the firm's long-term investment strategy. His earlier roles include Senior Risk Management Associate at the Chicago Mercantile Exchange and Hedge Fund Analyst.
- – present · 7 yearsLouisville, KY · Adviser representative · Firm CRD 168772
Professional designations
Listed by Invariant Investment Management
- CFA®
Investment adviser representative registrations
Gary Smith is registered as an investment adviser representative in Pennsylvania, since April 2019.
- PennsylvaniaSince 29 April 2019
Examinations
No examinations are on Gary Smith’s record.
- Full name
- Gary Alan Smith
- CRD
- 7111370
- Firm
- Invariant Investment Management · CRD 168772
- Role
- Chief Compliance Officer, Member
- Office
- Louisville, KY
- Registration
- Investment adviser registration
- In the industry since
- April 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- invariantinvestments.com
Where does Gary Smith work?
Gary Smith has been Chief Compliance Officer, Member of Invariant Investment Management LLC since April 2023, and is a control person of the firm.
Is Gary Smith a financial advisor?
Yes. Gary Smith has a current investment-adviser registration in Pennsylvania, through Invariant Investment Management since April 2019.
How many years of experience does Gary Smith have?
Gary Smith has 7 years in the financial industry, since April 2019, across 1 adviser firm.
Where is Gary Smith based?
Gary Smith’s registered office is in Louisville, KY.
Is Gary Smith registered with FINRA?
No. Gary Smith has no current broker registration.
Is Gary Smith a CFA charterholder?
Invariant Investment Management lists Gary Smith with the CFA credential (“CFA®”) on its website. CFA Institute confirms certification status.
Source: Gary A. Smith, CFA® biography, invariantinvestments.com
How can I verify Gary Smith’s record?
Search CRD 7111370 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gary Smith’s full registration record.
