Millennium Advisors, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
67
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 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

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
  • Kevin Martin

    Chief of StaffCRD 6359485

  • Douglas Brown

    Douglas Brown

    Chief Compliance OfficerCRD 5063686

  • Jason Cohen

    Jason Cohen

    Chief Financial OfficerCRD 4270310

Contacts

3 of 64
  • Thomas De Courcy-Ireland

    Junior TraderCRD 7770897

  • Bradley Kenkel

    Accounting ManagerCRD 7235411

  • Zachery Goodman

    Zachery Goodman

    Software DeveloperCRD 8082311

Unlock 61 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth