AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JC

James N. Christopher

MILLENNIAL ADVISERS.
NEW YORK, NY 10281
Some features on this profile are disabled
CRD#: 5761273
JC

Professional summary


James Nesaraja Christopher, who also goes by James Christopher, James Christopher, is a registered financial advisor currently at MILLENNIAL ADVISERS, LLC. located in New York, New York and ALLIED MILLENNIAL PARTNERS, LLC located in Astoria, New York.

James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. James has worked at 6 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


James Christopher | James Christopher

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) Apeiron Solutions Inc. - Consultant - Non-investment related - Corona, NY - start: September 2020 - 10 hr/mo 2) Real Estate Rental - Owner - Non-investment related - Corona, NY - start: August 2018 - 2 hr/mo 3) Credit Connect Technologies - Board Member - Non-investment related - Corona, NY - February 2025 - 10hr/mo 4) Vanbridge - Insurance Agent - Investment Related - Astoria, NY - July 2025 - 20hr/mo

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view James Nesaraja Christopher'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®
None

Experience


Current

March 19, 2025 - Present

MILLENNIAL ADVISERS, LLC.

Office #1: Three World Financial 200 Vesey Street 24th Floor, New York, NY 10281
RIA
CRD#: 170847
NEW YORK, NY
Current

March 13, 2025 - Present

ALLIED MILLENNIAL PARTNERS, LLC

Office #1: 37-08 28th Avenue, Suite # 201, Astoria, NY 11102
BD
CRD#: 16569
Astoria, NY
Past

March 13, 2025 - March 13, 2025

MILLENNIAL ADVISERS, LLC.

RIA
CRD#: 170847
NEW YORK, NY
Past

October 26, 2020 - October 4, 2023

FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC

BD
CRD#: 170845
LONG ISLAND CITY, NY
Past

October 23, 2020 - March 17, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
CORONA, NY
Past

October 22, 2020 - March 17, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
CORONA, NY
Past

September 19, 2016 - August 28, 2020

SANTANDER SECURITIES LLC

RIA
CRD#: 41791
LONG ISLAND CITY, NY
Past

April 7, 2014 - August 28, 2020

SANTANDER SECURITIES LLC

BD
CRD#: 41791
LONG ISLAND CITY, NY
Past

December 4, 2012 - March 24, 2014

ALLIED MILLENNIAL PARTNERS, LLC

BD
CRD#: 16569
NEW YORK, NY
Past

March 18, 2010 - February 24, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
NEW YORK, NY

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".
MA
MILLENNIAL ADVISERS, LLC.
EJ STERLING LLC | MILLENNIAL ADVISERS, LLC. | FINANCIAL EDGE, LLC - DBA | EJ STERLING STRATEGIC WEALTH MANAGEMENT LLC

CRD#: 170847 / SEC#: 801-118627

RIA
Registered Investment Advisory firm - (5/1/2020 Approved)
California
Registered Investment Advisory firm - (7/30/2020 Terminated)
Connecticut
Registered Investment Advisory firm - (7/2/2020 Terminated)
Louisiana
Registered Investment Advisory firm - (7/1/2020 Terminated)
Maryland
Registered Investment Advisory firm - (8/3/2020 Terminated)
New Jersey
Registered Investment Advisory firm - (8/17/2020 Terminated)
New York
Registered Investment Advisory firm - (6/30/2020 Terminated)
North Carolina
Registered Investment Advisory firm - (7/1/2020 Terminated)
Texas
Registered Investment Advisory firm - (6/30/2020 Terminated)

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.
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
California
(3/19/2025)
RR
Connecticut
(3/19/2025)
RR
Florida
(3/19/2025)
RR
Massachusetts
(5/2/2025)
RR
New Jersey
(3/19/2025)
RR
New York
(3/13/2025)
IAR
New York
(3/19/2025)
RR
North Carolina
(3/25/2025)
RR
Texas
(3/19/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/18/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/17/2016
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MA
MILLENNIAL ADVISERS, LLC.
EJ STERLING LLC | MILLENNIAL ADVISERS, LLC. | FINANCIAL EDGE, LLC - DBA | EJ STERLING STRATEGIC WEALTH MANAGEMENT LLC

CRD#: 170847 / SEC#: 801-118627

RIA
Registered Investment Advisory firm - (5/1/2020 Approved)
California
Registered Investment Advisory firm - (7/30/2020 Terminated)
Connecticut
Registered Investment Advisory firm - (7/2/2020 Terminated)
Louisiana
Registered Investment Advisory firm - (7/1/2020 Terminated)
Maryland
Registered Investment Advisory firm - (8/3/2020 Terminated)
New Jersey
Registered Investment Advisory firm - (8/17/2020 Terminated)
New York
Registered Investment Advisory firm - (6/30/2020 Terminated)
North Carolina
Registered Investment Advisory firm - (7/1/2020 Terminated)
Texas
Registered Investment Advisory firm - (6/30/2020 Terminated)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Three World Financial 200 Vesey Street 24th Floor, New York, NY 10281
Mailing Address
Phone number
(646) 532-2400
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MILLENNIAL ADVISERS LLC BROCHURE 10.07.2025 (10/8/2025)

Regulatory assets under management


Total Number of Accounts380
AUM (Assets Under Management)$ 58,664,613

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


MILLENNIAL ADVISERS, LLC.

CRD#: 170847New York, NY 10281

TRUST BUT VERIFY

Monitor James Christopher

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

Similar Advisors


Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics