Millennium Advisory Services, Inc.

Millennium Advisory Services, Inc. (CRD# 116057) is a financial advisory firm headquartered in Glen Allen, VA. They manage $177,168,165 in 1,873 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    177
    MILLION
  • Total Number of Accounts
    1,873
    ACCOUNTS
  • Average Account Value
    $94,591
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, KY, LA, MD, NC, OH, SC, TN, TX, VA

Financial Advisors at Millennium Advisory Services, Inc.
Showing 1 - 10 of 13 top financial advisors.
1
Antonio T. Kitt
CRD#: 5958098
5340 Twin Hickory Road, Glen Allen, VA 23059
96
Wealthminder
score

Antonio Kitt (CRD# 5958098) is an Investment Advisor Representative working at Millennium Advisory Services, Inc. in Glen Allen, VA and has over 6 years of experience in the finance industry. Antonio Kitt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Roy J. Smith
CRD#: 5500688
5340 Twin Hickory Road, Glen Allen, VA 23059
96
Wealthminder
score

Roy Smith (CRD# 5500688) is an Investment Advisor Representative working at Millennium Advisory Services, Inc. in Glen Allen, VA and has over 8 years of experience in the finance industry. Roy Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Steven M. Fenner
CRD#: 4310873
5340 Twin Hickory Road, Glen Allen, VA 23059
93
Wealthminder
score

Steven Fenner (CRD# 4310873) is an Investment Advisor Representative working at Millennium Advisory Services, Inc. in Glen Allen, VA and has over 17 years of experience in the finance industry.

4
Elizabeth M. Hunt
CRD#: 4503370
5340 Twin Hickory Road, Glen Allen, VA 23059
93
Wealthminder
score

Elizabeth Hunt (CRD# 4503370) is an Investment Advisor Representative working at Millennium Advisory Services, Inc. in Glen Allen, VA and has over 14 years of experience in the finance industry.

5
Christine M. Slate
CRD#: 1571654
5340 Twin Hickory Road, Glen Allen, VA 23059
93
Wealthminder
score

Christine Slate (CRD# 1571654) is an Investment Advisor Representative working at Millennium Advisory Services, Inc. in Glen Allen, VA and has over 13 years of experience in the finance industry.

6
Cynthia D. Howell
CRD#: 4817221
5340 Twin Hickory Road, Glen Allen, VA 23059
89
Wealthminder
score

Cynthia Howell (CRD# 4817221) is an Investment Advisor Representative working at Millennium Advisory Services, Inc. in Glen Allen, VA and has over 3 years of experience in the finance industry.

7
Timothy D. Hummel
CRD#: 6433246
5340 Twin Hickory Road, Glen Allen, VA 23059
89
Wealthminder
score

Timothy Hummel (CRD# 6433246) is an Investment Advisor Representative working at Millennium Advisory Services, Inc. in Glen Allen, VA and has over 2 years of experience in the finance industry.

8
Danielle R. Hunt
CRD#: 5999638
5340 Twin Hickory Road, Glen Allen, VA 23059
89
Wealthminder
score

Danielle Hunt (CRD# 5999638) is an Investment Advisor Representative working at Millennium Advisory Services, Inc. in Glen Allen, VA and has over 3 years of experience in the finance industry.

9
Timothy D. Silver
CRD#: 6350141
5340 Twin Hickory Road, Glen Allen, VA 23059
89
Wealthminder
score

Timothy Silver (CRD# 6350141) is an Investment Advisor Representative working at Millennium Advisory Services, Inc. in Glen Allen, VA and has over 2 years of experience in the finance industry.

10
Thomas G. Siebers
CRD#: 6702746
5340 Twin Hickory Road, Glen Allen, VA 23059
88
Wealthminder
score

Thomas Siebers (CRD# 6702746) is an Investment Advisor Representative working at Millennium Advisory Services, Inc. in Glen Allen, VA and has 1 year of experience in the finance industry.

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