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 is recorded as an SEC-registered adviser since 2010. FINTRX lists the ownership as a combination of a domestic entity and an individual, and classifies the firm as unclassified. The firm is not identified as a capital allocator, is not marked as an active ESG investor, and is not designated a multi-state or newly formed adviser. It also does not appear as a pension consultant or a related adviser in the available records. Details about the firm's client segments, fee arrangements, specific advisory activities, or broader business lines were not provided in the source data.
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 3
Douglas Brown
Chief Compliance OfficerCRD 5063686
Kevin Martin
Chief of StaffCRD 6359485

Jason Cohen
Chief Financial OfficerCRD 4270310
Contacts
3 of 65Christian Barius
Director of ComplianceCRD 5395833

Michael Healy
FounderCRD 3011582

Andrew Leone
TraderCRD 4057835
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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