linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Bryan Kenner Berry

Millennium Investment AND Retirement Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bryan? Claim Your Profile

About Bryan Kenner Berry

Bryan Kenner Berry is an investment advisor representative at Millennium Investment And Retirement Advisors, LLC, registered with the state of Virginia. Bryan has been in the industry since 1990 and holds the Series 7, 63, and 65 securities licenses. Bryan has experience working with high net worth individuals, pension and profit-sharing plans, and individuals other than high net worth individuals. Prior to joining Millennium, Bryan has worked at Old Dominion Asset Management Inc., Charles Schwab & Co., Inc., First Investors Corporation, and F.N. Wolf & Co., Inc. Bryan also owns and operates Harvesting Chaos, LLC, a professional speaking business and is Director of Business Development for Leaders Rising Network.

Firm Information

Bryan Berry is currently registered with Millennium Investment AND Retirement Advisors, LLC. Millennium Investment AND Retirement Advisors, LLC is a registered investment advisor based in Charlotte, NC. The firm provides portfolio management for individuals and pension consulting services. They manage approximately $1.66 billion in assets for 703 clients, primarily pension and profit-sharing plans and individuals.
Millennium Investment AND Retirement Advisors, LLC

3540 TORINGDON WAY

CHARLOTTE, NC 28277

$1.66B

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bryan Berry’s Registration & Firm History

VA

05/16/2024 - Present

Millennium Investment AND Retirement Advisors, LLC (MECHANICSVILLE VA)

NA

07/19/1991 - 11/30/1993

CHARLES SCHWAB & CO., INC.

NA

10/30/1990 - 04/30/1991

FIRST INVESTORS CORPORATION

NA

07/20/1990 - 09/05/1990

F.N. WOLF & CO., INC.

Not sure if Bryan Kenner Berry is right for you?

Licenses & Designations

IA

Issued 02/25/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/25/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/19/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan Kenner Berry.
Not sure if Bryan Kenner Berry is right for you?