Millennium Advisors, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
71
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 has been SEC-registered since 2010. The firm's ownership is reported as a combination of a domestic entity and an individual. On the firm's profile it is classified as "Unclassified." The record indicates Millennium Advisors does not position itself as a capital allocator, does not identify as an active ESG investor, and is not flagged as a multi-state adviser. The firm supplied very limited operating detail on its FINTRX profile: items such as client segments, fee schedules, core advisory activities, and industry affiliations were not provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Kevin Martin

    Chief of StaffCRD 6359485

  • Joanna Hawthorne

    Joanna Hawthorne

    Chief Compliance OfficerCRD 6547044

  • Douglas Brown

    Douglas Brown

    Chief Compliance OfficerCRD 5063686

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Contacts

3 of 67
  • Thomas De Courcy-Ireland

    Junior TraderCRD 7770897

  • Bradley Kenkel

    Accounting ManagerCRD 7235411

  • Zachery Goodman

    Zachery Goodman

    Software DeveloperCRD 8082311

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth