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 has been registered with the SEC since 2010. Public records list the firm as an unclassified adviser owned by a combination of a domestic entity and an individual. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor. It is not described as a multi-state adviser, a pension consultant, or a related adviser. Millennium Advisors has not provided routine public disclosures about its client types, fee schedules, or the specific advisory activities it conducts. That lack of granular, public-facing detail makes it difficult to place the firm within a clear advisory niche or to characterize its target client segment from available data alone.
Assets & Accounts
Investments & Alternatives
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 65Thomas 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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