Millennium Advisors, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 151236
- Registered since
- February 24, 2010
- Website
- www.millenniumadvisors.com
Firm profile
FINTRXOverview
Millennium Advisors, LLC is organized as a limited liability company and appears on the SEC register with an initial registration year of 2010. Publicly available profile fields are sparse: the firm is listed with an ownership structure that includes a domestic entity and an individual, and its internal classification is recorded as unclassified. Data flags indicate Millennium Advisors is not identified as a capital allocator, is not an active ESG investor, and is not flagged as a multi-state adviser. Other descriptive fields such as business activities, advisory services, fee schedules and client segments are not provided in the source set.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Kevin Martin
Chief of StaffCRD 6359485

Douglas Brown
Chief Compliance OfficerCRD 5063686

Jason Cohen
Chief Financial OfficerCRD 4270310
Contacts
3 of 64Thomas De Courcy-Ireland
Junior TraderCRD 7770897
Bradley Kenkel
Accounting ManagerCRD 7235411

Zachery Goodman
Software DeveloperCRD 8082311
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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