Millennium Financial Services LLP

Millennium Financial Services LLP (CRD# 118082) is a financial advisory firm headquartered in Rockville, MD. They manage $16,725,000 in 95 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $176,053
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

MD

Financial Advisors at Millennium Financial Services LLP
Showing 1 - 2 of 2 top financial advisors.
1
Katarzyna A. Kusmierz
CRD#: 4535429
932 Hungerford Drive, Suite 27a, Rockville, MD 20850
90
Wealthminder
score

Katarzyna Kusmierz (CRD# 4535429) is an Investment Advisor Representative working at Millennium Financial Services LLP in Rockville, MD and has 1 year of experience in the finance industry. Katarzyna Kusmierz 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
William A. Lascelle
CRD#: 4535428
932 Hungerford Drive, Suite 27a, Rockville, MD 20850
90
Wealthminder
score

William Lascelle (CRD# 4535428) is an Investment Advisor Representative working at Millennium Financial Services LLP in Rockville, MD and has 1 year of experience in the finance industry. William Lascelle 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.

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