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MR

Michael S. Ryan

MILLENNIUM ADVISORS
Charlotte, NC 28277
Some features on this profile are disabled
CRD#: 4153611
MR

Professional summary


Michael Sean Ryan, who also goes by Mike Sean Ryan, is a registered financial professional currently at MILLENNIUM ADVISORS, LLC located in Charlotte, North Carolina.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2001. Michael has worked at 9 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mike Sean Ryan

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Michael Sean Ryan's 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®
None

Experience


Current

February 12, 2019 - Present

MILLENNIUM ADVISORS, LLC

Office #1: 11605 N Community House Dr Suite 550, Charlotte, NC 28277
BD
CRD#: 151236
Charlotte, NC
Past

March 25, 2017 - February 12, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
CHARLOTTE, NC
Past

June 9, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
CHARLOTTE, NC
Past

December 15, 2010 - February 19, 2015

LIQUIDNET, INC.

BD
CRD#: 103987
NEW YORK, NY
Past

July 26, 2007 - July 8, 2009

COWEN EXECUTION SERVICES LLC

BD
CRD#: 35693
NEW YORK, NY
Past

June 1, 2006 - July 31, 2006

INSTINET, LLC

BD
CRD#: 7897
NEW YORK, NY
Past

December 21, 2001 - June 1, 2006

INSTINET, LLC

BD
CRD#: 42886
NEW YORK, NY
Past

June 30, 2001 - December 19, 2001

DATEK ONLINE FINANCIAL SERVICES LLC

BD
CRD#: 36807
JERSEY CITY, NJ
Past

January 23, 2001 - June 30, 2001

ICAPITAL MARKETS LLC

BD
CRD#: 5209
OMAHA, NE

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
North Carolina
(2/12/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 12/11/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MA
MILLENNIUM ADVISORS, LLC
MILLENNIUM ADVISORS, LLC

CRD#: 151236 / SEC#: , 8-68349

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
11605 N Community House Dr Suite 550, Charlotte, NC 28277
Mailing Address
11605 N Community House Dr. Suite 550, Charlotte, NC 28277
Phone number
(980) 213-2300
Established
North Carolina since 06/29/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (10 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
MILLENNIUM CONSOLIDATED HOLDINGS LLCOWNER
BROWN, DOUGLAS BENEDICTCCO, AML SUPERVISOR5063686
CHAPPELLE, DAVID WALTERMEMBER, GENERAL PRINCIPAL
DEMODNA, JOSEPH CHARLESPRINCIPAL OPERATIONS OFFICER5156407
HEALY, MICHAEL GEORGECHIEF EXECUTIVE OFFICER3011582
LEE, CHRISTY ROSSCFO, FINOP, PRINCIPAL FINANCIAL OFFICER4926666

Disclosures


Regulatory Event1

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.

Company Information


MILLENNIUM ADVISORS, LLC

CRD#: 151236Charlotte, NC 28277

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