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 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
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 4KEVIN MARTIN
Chief of StaffCRD 6359485
JOANNA HAWTHORNE
Chief Compliance OfficerCRD 6547044
DOUGLAS BROWN
Chief Compliance OfficerCRD 5063686
Contacts
3 of 67Thomas 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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