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MILLENNIUM ADVISORY SERVICES, INC.

GLEN ALLEN, VA · CRD 116057 · IAPD ↗ · hubinternational.com · 804-346-1040

$707.5MRegulatory AUM
18Advisory reps
29Employees
0Clients
More than 500Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2025 — MILLENNIUM ADVISORY SERVICES, INC. (GLEN ALLEN, VA) left the SEC roster (was $707.5M RAUM, 18 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
28
February 2025 — MILLENNIUM ADVISORY SERVICES, INC. changed its website from mas-edu.com to hubinternational.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
August 2024 — MILLENNIUM ADVISORY SERVICES, INC. notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — MILLENNIUM ADVISORY SERVICES, INC. notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — MILLENNIUM ADVISORY SERVICES, INC. added office(s): 0 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2024 — MILLENNIUM ADVISORY SERVICES, INC. reported RAUM up 33% ($530.1M -> $707.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.