MILLENNIUM ADVISORY SERVICES, INC.
Latest filing: Jan 27, 2025 (160 days ago)
AUM
$707,519,606
0% change vs. 1 year ago
22% change vs. 3 years ago
121% change vs. 5 years ago
502% change vs. 10 years ago
Employee Count
29
0% change vs. 1 year ago
16% change vs. 3 years ago
12% change vs. 5 years ago
164% change vs. 10 years ago
Main Office
GLEN ALLEN, VA
120 EASTSHORE DRIVE, SUITE 305, GLEN ALLEN, VA, UNITED STATES, 23059
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.7 |
| Non-Discretionary | $0.0 |
| Total | $0.7 |
| Client | AUM |
|---|---|
| Retail | $0.7 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 2,566 | $0.5 |
| Average Individual AUM | $208,226 | |
| HNW | 183 | $0.2 |
| Average HNW AUM | $946,517 | |
| Retail Total | 2,749 | $0.7 |
| Average Retail AUM | $257,373 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | NEW YORK-NY-USA | $0.4 |
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.7 |
| Retail SMA AUM | $0.7 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 3% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 96% | $0.7 |
| Other Pools | 0% | $0.0 |
| Cash | 1% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | $143.4 | 172011 | |
| TAYLOR ADVISORS, INC. | $16.0 | 119300 | |
| TCG ADVISORY SERVICES, LLC | $9.0 | 307956 | |
| RPA FINANCIAL, LLC | $8.0 | 294105 | |
| HUB INVESTMENT ADVISORS, INC | $2.1 | 164600 | |
| HUB INTERNATIONAL INVESTMENT SERVICES INC. | $0.0 | broker-dealer | 150252 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
25 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| WENDELIN PADEK | GLEN ALLEN | VA | S66|2007-07-16 | ||||||
| LANEKA SLEDGE | GLEN ALLEN | VA | S63|2022-02-01|S65|2023-06-08 | ||||||
| GRANT RUSSELL | GLEN ALLEN | VA | S65|2017-09-14 | CERTIFIED FINANCIAL PLANNER | |||||
| COLEMAN FOX | GLEN ALLEN | VA | CERTIFIED FINANCIAL PLANNER | ||||||
| CYNTHIA HOWELL | GLEN ALLEN | VA | S65|2015-03-30 | ||||||
| EDWARD WARE | GLEN ALLEN | VA | S65|2018-10-30 | CERTIFIED FINANCIAL PLANNER | |||||
| TIMOTHY SILVER | GLEN ALLEN | VA | S65|2015-09-28 | CERTIFIED FINANCIAL PLANNER | |||||
| BRADLEY SCHARDEIN | GLEN ALLEN | VA | S65|2023-06-08 | ||||||
| RYAN JACOBS | GLEN ALLEN | VA | S65|2018-03-28 | ||||||
| BRIAN COLLINS | GLEN ALLEN | VA | CHARTERED FINANCIAL ANALYST | ||||||
| ROY SMITH | GLEN ALLEN | VA | S63|2010-03-11|S65|2010-01-19 | CERTIFIED FINANCIAL PLANNER | |||||
| DANIELLE DYKES | GLEN ALLEN | VA | S65|2015-03-27 | ||||||
| ANTONIO KITT | GLEN ALLEN | VA | S65|2011-09-28 | CERTIFIED FINANCIAL PLANNER | |||||
| PATRICK DUPONT | GLEN ALLEN | VA | S65|2017-09-12 | CERTIFIED FINANCIAL PLANNER | |||||
| STEVEN ANDERSON | GLEN ALLEN | VA | S63|1994-06-17|S65|1999-06-23 | ||||||
| PAUL HUNT | GLEN ALLEN | VA | S63|1988-04-20|S65|2001-02-28 | ||||||
| STEVEN COOPER | GLEN ALLEN | VA | S63|2003-03-18|S65|2011-05-20 | ||||||
| THOMAS SIEBERS | GLEN ALLEN | VA | S65|2016-09-30 | CERTIFIED FINANCIAL PLANNER | |||||
| MICHAEL CAMIZZI | GLEN ALLEN | VA | S65|2010-12-13 | ||||||
| JARED KEELEY | GLEN ALLEN | VA | S65|2023-05-25 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| VA, AL-08/14/2019, DC-07/22/2024, FL-11/17/2015, GA-02/18/2015, IA-10/27/2021, IL-01/18/2022, IN-08/27/2019, KY-11/17/2015, LA-03/18/2016, MD-03/10/2017, MI-10/11/2019, NC-02/18/2015, NJ-09/12/2023, NY-01/18/2022, OH-03/18/2016, PA-03/10/2020, SC-02/18/2015, TN-02/18/2015, TX-03/18/2016, VA-02/18/2015, WA-03/15/2024, WV-07/12/2023 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV