Anthony M. Reed

MILLENNIUM INVESTMENT SERVICES

VAN NUYS, CA 91406

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CRD#: 2532355

Professional summary

Anthony Michael Reed, CFP®, who also goes by Tony Reed, is a registered financial advisor currently at MILLENNIUM INVESTMENT SERVICES located in Van Nuys, California.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Anthony has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tony Reed

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.

MILLENIUM INVESTMENT SERVICES. INVESTMENT-RELATED.16217 KITTRIDGE ST., VAN NUYS, CA 91406; ASSET MANAGEMENT SERVICES. PRESIDENT. BEGAN 3/1991. 140 HOURS/MONTH. 80% SECURITIES TRADING HOURS. RUN ALL ASPECTS OF THE BUSINESS. MIS PARTNERS, LLC. INVESTMENT-RELATED.16217 KITTRIDGE ST., VAN NUYS, CA 91406; ASSET MANAGEMENT SERVICES. SOLE OWNER AND MANAGING MEMBER. BEGAN 3/2009. 140 HOURS/MONTH. 80% SECURITIES TRADING HOURS. RUN ALL ASPECTS OF THE BUSINESS. MIS EQUITY STRATEGIES, LP - AN INVESTMENT PARTNERSHIP; MANAGING MEMBER OF THE LLC; 03/2009;.16217 KITTRIDGE ST., VAN NUYS, CA 91406 35 HOURS/MONTH; 20% OF SECURITIES TRADING HOURS; MY DUTIES ARE TO MANAGE ALL ASPECTS OF THE PARTNERSHIP.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Michael Reed's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

CFP^®

Certified Financial Planner

Experience

Current

September 20, 1995 - Present

MILLENNIUM INVESTMENT SERVICES

Office #1: 16217 Kittridge Street, Van Nuys, CA 91406

RIA

CRD#: 108744

VAN NUYS, CA

Past

August 27, 2013 - April 4, 2016

COVA CAPITAL PARTNERS LLC

CRD#: 109761

VAN NUYS, CA

Past

April 7, 2009 - January 9, 2018

MIS CAPITAL MANAGEMENT, LLC

RIA

CRD#: 149033

VAN NUYS, CA

Past

September 29, 2003 - May 2, 2013

SYNDICATED CAPITAL, INC.

CRD#: 29037

VAN NUYS, CA

Past

June 27, 2002 - September 17, 2003

GBS FINANCIAL CORP.

CRD#: 16906

SANTA ROSA, CA

Past

January 1, 1998 - July 30, 2001

LONG SECURITIES CORPORATION

CRD#: 44179

GLENDALE, CA

Past

September 1, 1997 - January 1, 1998

LONG SECURITIES CORPORATION

CRD#: 6718

GLENDALE, CA

Past

September 8, 1994 - September 13, 1995

INTERFIRST CAPITAL CORPORATION

CRD#: 7659

LOS ANGELES, CA

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 SERVICES

MILLENNIUM INVESTMENT SERVICES | WEISS ACCOUNTANCY CORP

CRD#: 108744 / SEC#: 801-57394

RIA

Registered Investment Advisory firm - (3/17/2000 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/20/1995)

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

Series 63

Date: 9/9/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/4/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/7/1994

General Securities Representative Examination

Current Firm

MILLENNIUM INVESTMENT SERVICES

MILLENNIUM INVESTMENT SERVICES | WEISS ACCOUNTANCY CORP

CRD#: 108744 / SEC#: 801-57394

RIA

Registered Investment Advisory firm - (3/17/2000 Approved)

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Contact information

Main Address

16217 Kittridge Street, Van Nuys, CA 91406

Mailing Address

Phone number

(818) 902-5544

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A DATED APRIL 24, 2025 (4/24/2025)

Regulatory assets under management

Total Number of Accounts	218
AUM (Assets Under Management)	$ 142,931,213

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/01/2025	Cover Page	Report
08/23/2024	Cover Page	Report
10/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Contact information

xxxxx@xxxx.xxx

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Anthony M. Reed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Michael Reed's CRS (Customer Relationship Summary).

Certified licenses

Experience

COVA CAPITAL PARTNERS LLC

MIS CAPITAL MANAGEMENT, LLC

SYNDICATED CAPITAL, INC.

GBS FINANCIAL CORP.

LONG SECURITIES CORPORATION

LONG SECURITIES CORPORATION

INTERFIRST CAPITAL CORPORATION

Primary Firm SEC Registration

MILLENNIUM INVESTMENT SERVICES

State Registrations and Notice Filings

Exams

Series 63

Date: 9/9/1994

SIE

Date: 4/4/2016

Series 7

Date: 9/7/1994

Current Firm

MILLENNIUM INVESTMENT SERVICES

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MILLENNIUM INVESTMENT SERVICES

TRUST BUT VERIFY

Contact information

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