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 registered as a limited liability company and has been SEC-registered since 2010. The FINTRX record lists ownership as a combination of a domestic entity and an individual and classifies the firm as unclassified. The profile indicates the firm is not a capital allocator, does not identify as an active ESG investor, and is not designated as a pension consultant or related adviser. The record also marks the adviser as not newly formed and (contradictorily with its office footprint) not a multi-state adviser. The FINTRX entry contains minimal narrative on the firm’s business lines, client segments, fee schedules, or day-to-day advisory activities, so there is limited public detail on how Millennium Advisors positions its services or its investment approach.

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 4
  • KEVIN MARTIN

    Chief of StaffCRD 6359485

  • JOANNA HAWTHORNE

    Chief Compliance OfficerCRD 6547044

  • 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

    Software DeveloperCRD 8082311

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth