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Christy Ross Lee

Millennium Advisors, LLC

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About Christy Ross Lee

Christy Ross Lee has been in the financial services industry since 2005. Christy is currently registered with Millennium Advisors, LLC in Charlotte, NC. Christy has held previous positions with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, NUVEEN SECURITIES, LLC, TEACHERS PERSONAL INVESTORS SERVICES, INC., SUNTRUST INVESTMENT SERVICES, INC., and SUNTRUST CAPITAL MARKETS, INC. Christy is licensed to conduct business in North Carolina and has Series 7, Series 27, Series 63, Series 99TO and SIE licenses.

Firm Information

Christy Lee is currently registered with Millennium Advisors, LLC. Millennium Advisors, LLC is a Limited Liability Company formed in June 2009. The firm is registered with the SEC and in 10 states including Alabama, California, Delaware, Illinois, Maryland, Michigan, New York, North Carolina, Ohio, and Tennessee.

Not reported

Assets Under Management

Not reported

Total Clients

57

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.

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.

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Christy Lee’s Registration & Firm History

NC

12/03/2020 - Present

Millennium Advisors, LLC (CHARLOTTE NC)

NC

02/01/2012 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

NC

05/24/2018 - 06/12/2020

NUVEEN SECURITIES, LLC (CHARLOTTE NC)

NY

06/19/2018 - 09/27/2019

TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)

NC

10/17/2014 - 04/05/2017

TEACHERS PERSONAL INVESTORS SERVICES, INC. (CHARLOTTE NC)

GA

07/25/2005 - 01/06/2012

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

GA

07/25/2005 - 04/09/2007

SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 04/02/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/23/2005

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christy Ross Lee.
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