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 $1,359,677,480 in 394 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,360
    MILLION
  • Total Number of Accounts
    394
    ACCOUNTS
  • Average Account Value
    $3,450,958
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
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.

IL, MD, NC, NJ, NY

Financial Advisors at Millennium Investment And Retirement Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Gary B. Berdoff
CRD#: 1401600
East Brunswick, NJ

Gary Berdoff (CRD# 1401600) is an Investment Advisor Representative working at Millennium Investment And Retirement Advisors, LLC in East Brunswick, NJ and has over 35 years of experience in the finance industry.

2
Gregory D. Blalock
CRD#: 5629851
3540 Toringdon Way, Suite 200, Charlotte, NC 28277

Gregory Blalock (CRD# 5629851) is an Investment Advisor Representative working at Millennium Investment And Retirement Advisors, LLC in Charlotte, NC and has over 14 years of experience in the finance industry.

3
William R. Branch
CRD#: 5072777
3540 Toringdon Way, Suite 200, Charlotte, NC 28277

William Branch (CRD# 5072777) is an Investment Advisor Representative working at Millennium Investment And Retirement Advisors, LLC in Charlotte, NC and has over 15 years of experience in the finance industry.

4
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.

5
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.

6
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 30 years of experience in the finance industry.

7
Joel G. Regier
CRD#: 7292974
3540 Toringdon Way, Suite 200, Charlotte, NC 28277

Joel Regier (CRD# 7292974) 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.

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