Daniel A. Lojek

MILLENNIUM ADVISORS

Charlotte, NC 28277

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CRD#: 6556533

Professional summary

Daniel Andrew Lojek, who also goes by Danny Lojek, is a registered financial professional currently at MILLENNIUM ADVISORS, LLC located in Charlotte, North Carolina.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 2016. Daniel has worked at 4 firms and has passed the Series 66, Series 63, Series 57TO, Series 52TO, Series 79TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Danny Lojek

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 Daniel Andrew Lojek'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

September 8, 2025 - Present

MILLENNIUM ADVISORS, LLC

Office #1: 11605 N Community House Dr Suite 550, Charlotte, NC 28277

CRD#: 151236

Charlotte, NC

Past

October 11, 2018 - August 19, 2025

B. C. ZIEGLER AND COMPANY

CRD#: 61

CHICAGO, IL

Past

September 21, 2017 - April 27, 2018

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

Chicago, IL

Past

January 10, 2017 - April 27, 2018

J.P. MORGAN SECURITIES LLC

CRD#: 79

Chicago, IL

Past

January 11, 2016 - August 1, 2016

SECURITIES AMERICA, INC.

CRD#: 10205

GRANGER, IN

State Registrations and Notice Filings

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

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

North Carolina
(9/8/2025)

Exams

State Security Law Exam

IAR

Series 66

Date: 9/5/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/19/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 57TO

Date: 10/27/2025

Securities Trader Exam

General Industry/Product Exam

Series 52TO

Date: 2/15/2019

Municipal Securities Representative Examination

General Industry/Product Exam

Series 79TO

Date: 12/21/2018

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 4/27/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/11/2016

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

MILLENNIUM ADVISORS, LLC

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

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)

Documents

Direct owners and executive officers

Name	Position	CRD#
MILLENNIUM CONSOLIDATED HOLDINGS LLC	OWNER
BROWN, DOUGLAS BENEDICT	CCO, AML SUPERVISOR	5063686
CHAPPELLE, DAVID WALTER	MEMBER, GENERAL PRINCIPAL
DEMODNA, JOSEPH CHARLES	PRINCIPAL OPERATIONS OFFICER	5156407
HEALY, MICHAEL GEORGE	CHIEF EXECUTIVE OFFICER	3011582
LEE, CHRISTY ROSS	CFO, FINOP, PRINCIPAL FINANCIAL OFFICER	4926666

Disclosures

Regulatory Event

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.

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Advisor Monitoring

Firm Stability Insights

Daniel A. Lojek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Daniel Andrew Lojek's CRS (Customer Relationship Summary).

Certified licenses

Experience

B. C. ZIEGLER AND COMPANY

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

SECURITIES AMERICA, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/5/2017

Series 63

Date: 9/19/2016

Series 57TO

Date: 10/27/2025

Series 52TO

Date: 2/15/2019

Series 79TO

Date: 12/21/2018

SIE

Date: 4/27/2018

Series 7

Date: 1/11/2016

FINRA

Current Firm

MILLENNIUM ADVISORS, LLC

Contact information

FINRA licenses (10 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

MILLENNIUM ADVISORS, LLC

TRUST BUT VERIFY

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