Millennium Advisors, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
—
Advisory reps
68
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
151236
Registered since
February 24, 2010

Firm profile

FINTRX

Overview

Millennium Advisors, LLC is organized as a limited liability company and is recorded as an SEC-registered adviser since 2010. FINTRX lists the ownership as a combination of a domestic entity and an individual, and classifies the firm as unclassified. The firm is not identified as a capital allocator, is not marked as an active ESG investor, and is not designated a multi-state or newly formed adviser. It also does not appear as a pension consultant or a related adviser in the available records. Details about the firm's client segments, fee arrangements, specific advisory activities, or broader business lines were not provided in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Douglas Brown

    Douglas Brown

    Chief Compliance OfficerCRD 5063686

  • Kevin Martin

    Chief of StaffCRD 6359485

  • Jason Cohen

    Jason Cohen

    Chief Financial OfficerCRD 4270310

Contacts

3 of 65
  • Christian Barius

    Director of ComplianceCRD 5395833

  • Michael Healy

    Michael Healy

    FounderCRD 3011582

  • Andrew Leone

    Andrew Leone

    TraderCRD 4057835

Unlock 62 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Charlotte, NC

Mecklenburg

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
Mecklenburg
Address
11605 N Community House Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth