← Tributary

MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

· CRD 117868 · IAPD ↗ · miracenter.com · 800-344-4038

$1.38BRegulatory AUM
5Advisory reps
6Employees
10Clients
0Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC shrank from 8 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
49
January 2026 — MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC notice-filed in LA, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
74
April 2025 — MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC grew from 4 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
October 2024 — MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC notice-filed in CA, CT, DC, FL, GA, MA, ME, NH, OK, PA, SC, TX, WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
June 2024 — MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC shrank from 7 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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