Bryan K. Berry

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CRD#: 2067964

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bryan Kenner Berry was a registered financial professional .

Bryan is a previously registered financial professional and started their career in finance in 1990. Bryan had worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) HARVESTING CHAOS, LLC - OWNER AND PROFESSIONAL SPEAKER. 8/2022 TO PRESENT. NOT INVESTMENT RELATED. DUTIES INCLUDE SPEAKING AT EVENTS WHEN CONTRACTED TO DO SO. 9506 STONE SPRING DRIVE, MECHANICSVILLE, VA 23116. APPROXIMATELY 25 HRS/MONTH SPENT ON THIS ACTIVITY, ALL DURING NORMAL TRADING HOURS. 2) LEADERS RISING NETWORK - DIRECTOR OF BUSINESS DEVELOPMENT. 10/2023 TO PRESENT. NOT INVESTMENT RELATED. DUTIES INCLUDE GROWING CLIENT LIST AND CONDUCTING LEADERSHIP. 4990 SADLER PLACE, #6251, GLEN ALLEN, VA 23060. APPROXIMATELY 100% OF TIME IS SPENT ON THIS ACTIVITY PRIOR TO REGISTERING AS AN INVESTMENT ADVISER REPRESENTATIVE.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

May 16, 2024 - August 27, 2025

MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

RIA

CRD#: 117868

MECHANICSVILLE, VA

Past

October 14, 2014 - August 30, 2022

OLD DOMINION ASSET MANAGEMENT INC.

RIA

CRD#: 116343

GLEN ALLEN, VA

Past

March 13, 2002 - October 10, 2014

TRENDLINE CAPITAL MANAGEMENT

RIA

CRD#: 105876

GLEN ALLEN, VA

Past

July 19, 1991 - November 30, 1993

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Past

October 30, 1990 - April 30, 1991

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

Past

July 20, 1990 - September 5, 1990

F.N. WOLF & CO., INC.

CRD#: 13051

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

MILLENNIUM | RICKY G. CANIPE DBA MILLENNIUM FINANCIAL SERVICES | MIRA | MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC | MILLENNIUM FINANCIAL SERVICES

CRD#: 117868 / SEC#: 801-76544

RIA

Registered Investment Advisory firm - (4/26/2012 Approved)

North Carolina

Registered Investment Advisory firm - (4/27/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/25/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/25/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/19/1990

General Securities Representative Examination

Current Firm

MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

MILLENNIUM | RICKY G. CANIPE DBA MILLENNIUM FINANCIAL SERVICES | MIRA | MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC | MILLENNIUM FINANCIAL SERVICES

CRD#: 117868 / SEC#: 801-76544

RIA

Registered Investment Advisory firm - (4/26/2012 Approved)

North Carolina

Registered Investment Advisory firm - (4/27/2012 Terminated)

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Contact information

Main Address

Winston Salem, NC

Mailing Address

1959 N. Peace Haven Rd. Box 157, Winston Salem, NC 27106

Phone number

(800) 344-4038

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MILLENNIUM INVESTMENT & RETIREMENT ADVISORS, LLC FORM ADV PART 2A FIRM BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	647
AUM (Assets Under Management)	$ 1,374,389,476

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Bryan K. Berry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

OLD DOMINION ASSET MANAGEMENT INC.

TRENDLINE CAPITAL MANAGEMENT

CHARLES SCHWAB & CO., INC.

FORESTERS FINANCIAL SERVICES, INC.

F.N. WOLF & CO., INC.

Primary Firm SEC Registration

MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/25/1994

Series 63

Date: 7/25/1990

Series 7

Date: 7/19/1990

Current Firm

MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

TRUST BUT VERIFY

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