Andrew Duncan

MILLENNIUM PERSONAL FINANCE

YPSILANTI, MI 48197

CRD#: 7972779

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Professional summary

Andrew Duncan, who also goes by Andrew Forrest Duncan, Andrew Duncan, is a registered financial advisor currently at MILLENNIUM PERSONAL FINANCE, LLC located in Ypsilanti, Michigan and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Andrew has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Aliases

Andrew Forrest Duncan | Andrew Duncan

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) - RIA

Click below to view Andrew Duncan'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

December 5, 2025 - Present

MILLENNIUM PERSONAL FINANCE, LLC

Office #1: 301 W Michigan Ave, Ste 407, Ypsilanti, MI 48197

RIA

CRD#: 338275

YPSILANTI, MI

Current

April 2, 2026 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901

CRD#: 37157

SUMMIT, NJ

Past

August 21, 2025 - November 4, 2025

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

YPSILANTI, MI

Past

August 12, 2025 - November 4, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

January 9, 2025 - July 22, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

Ypsilanti, MI

Past

December 18, 2024 - July 22, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

Ypsilanti, MI

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.

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

IAR

Michigan
(12/5/2025)

Michigan
(4/2/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/8/2025

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/17/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/15/2024

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

MILLENNIUM PERSONAL FINANCE, LLC

CRD#: 338275 / SEC#:

Michigan

Registered Investment Advisory firm - (11/21/2025 Approved)

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Contact information

Main Address

301 W Michigan Ave, Ste 407, Ypsilanti, MI 48197

Mailing Address

Phone number

(734) 219-0981

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Andrew Duncan

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MILLENNIUM PERSONAL FINANCE, LLC

THE LEADERS GROUP, INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/8/2025

Series 7TO

Date: 12/17/2024

SIE

Date: 11/15/2024

FINRA

Current Firm

MILLENNIUM PERSONAL FINANCE, LLC

Contact information

Documents

Red Flags

Company Information

MILLENNIUM PERSONAL FINANCE, LLC

TRUST BUT VERIFY

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