Millennium Investment And Retirement Advisors, LLC

Millennium Investment And Retirement Advisors, LLC (CRD# 117868) is a financial advisory firm headquartered in Charlotte, NC. They manage $1,659,426,210 in 703 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,659
    MILLION
  • Total Number of Accounts
    703
    ACCOUNTS
  • Average Account Value
    $2,360,492
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, MD, NC, NJ, NY

Financial Advisors at Millennium Investment And Retirement Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Ricky G. Canipe
CRD#: 4488122
3540 Toringdon Way, Suite 200, Charlotte, NC 28277

Ricky Canipe (CRD# 4488122) is an Investment Advisor Representative working at Millennium Investment And Retirement Advisors, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

2
Michael A. Edberg
CRD#: 4531892
Bethesda, MD

Michael Edberg (CRD# 4531892) is an Investment Advisor Representative working at Plotkin Financial Advisors, LLC in Chevy Chase, MD and has 20 years of experience in the finance industry. Free review of your 401k or 403b retirement plan (301)907-9790.

3
James M. Holland
CRD#: 2181702
3540 Toringdon Way, Suite 200, Charlotte, NC 28277

James Holland (CRD# 2181702) is an Investment Advisor Representative working at Millennium Investment And Retirement Advisors, LLC in Charlotte, NC and has over 32 years of experience in the finance industry.

4
Douglas A. Rongo
CRD#: 4273720
3540 Toringdon Way, Suite 200, Charlotte, NC 28277

Douglas Rongo (CRD# 4273720) is an Investment Advisor Representative working at Millennium Investment And Retirement Advisors, LLC in Charlotte, NC and has over 23 years of experience in the finance industry.

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