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FIRM PROFILE
Overview
MILLENNIUM ADVISORS, LLC is located at 11605 N Community House Dr Suite 550, Charlotte, NC 28277 and was first established at Atlanta, North Carolina in 06/29/2009. After operating for 16 years, MILLENNIUM ADVISORS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of MILLENNIUM ADVISORS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. MILLENNIUM ADVISORS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at MILLENNIUM ADVISORS, LLC are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access MILLENNIUM ADVISORS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at MILLENNIUM ADVISORS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for MILLENNIUM ADVISORS, LLC Comes From
Understanding the Statistics for MILLENNIUM ADVISORS, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
11605 N Community House Dr Suite 550, Charlotte, NC 28277
11605 N Community House Dr. Suite 550, Charlotte, NC 28277
Small
(980) 213-2300
North Carolina since 06/29/2009
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | 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 |
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Advisor's working at MILLENNIUM ADVISORS, LLC
Michael Sean Ryan
Lewis David Mancini
Yiming Tong
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