Bryan
Berry

Millennium Investment And Retirement Advisors, LLC

CRD#2067964
Investment Advisor
in Mechanicsville, VA

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About this Advisor

Bryan Berry is a financial advisor based in Mechanicsville, Virginia, working with Millennium Investment And Retirement Advisors, LLC. Bryan has previously held positions at Trendline Capital Management, Old Dominion Asset Management Inc, Millennium Investment & Retirement Advisors, LLC, Harvesting Chaos, LLC, and Leaders Rising Network. Bryan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Bryan is part of Millennium Investment And Retirement Advisors, LLC, which operates out of Mechanicsville, Virginia. The firm has 4 offices and 6 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses and pension consulting services. The fee structure at Millennium Investment And Retirement Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Mechanicsville, VA

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Millennium Investment And Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$1,659,426,210

VA Average: $3,625,019,099
Total Number of Employees

6

VA Average: 22
Total Number of Accounts

703

VA Average: 1,917
Average Account Size

$2,360,492

VA Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Bryan Berry Work History

2024 - Present (0 year)

Millennium Investment & Retirement Advisors, LLC

2023 - Present (1 year)

Leaders Rising Network

2022 - Present (2 years)

Harvesting Chaos, LLC

2014 - 2022 (8 years)

Old Dominion Asset Management Inc

2002 - 2014 (12 years)

Trendline Capital Management

Disclosures

Please visit the SEC profile of Bryan Berry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Millennium Investment And Retirement Advisors, LLC

Michael Edberg
Bethesda, MD
James Holland
Charlotte, NC
Douglas Rongo
Charlotte, NC
Ricky Canipe
Charlotte, NC
Bryan Berry
Mechanicsville, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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