Steven Fenner, financial advisor Glen Allen VA

Steven Fenner

CRD Number: 4310873
Current Firm: Millennium Advisory Services, Inc.

Steven Fenner (CRD# 4310873) is an Investment Advisor Representative working at Millennium Advisory Services, Inc. in Glen Allen, VA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Millennium Advisory Services, Inc. Richmond, VA Nov 2002 - Current 19
Millennium Capital Mgt Of Va Richmond, VA Feb 2001 - Dec 2016 15
Triad Advisors, Inc. Norcross, GA Jun 2006 - Sep 2015 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
S65 NASAA Investment Advisors Law Examination Jan 2003
Contact Info for Steven M. Fenner
Phone Number: 804-346-1040
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    580
    MILLIONS
  • Total Number of Accounts
    2,279
    ACCOUNTS
  • Average Account Value
    $254,405
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AL, FL, GA, IA, IL, IN, KY, LA, MD, MI, NC, NY, OH, PA, SC, TN, TX, VA

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