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Daniel Evan Pecoraro

Millennium Advisors, LLC

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About Daniel Evan Pecoraro

Daniel Pecoraro is a financial advisor with Millennium Advisors, LLC based in Charlotte, NC. Daniel has been in the financial services industry for over 11 years. Daniel is licensed in North Carolina. Daniel is a Series 7, 24, 52TO, 53, 57TO, 63, 99TO and SIE licensed professional.

Firm Information

Daniel Pecoraro 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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Daniel Pecoraro’s Registration & Firm History

NC

11/15/2021 - Present

Millennium Advisors, LLC (CHARLOTTE NC)

NJ

08/12/2011 - 07/30/2021

SUMRIDGE PARTNERS, LLC (JERSEY CITY NJ 07310 NJ)

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Licenses & Designations

BC

Issued 08/26/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/09/2023

Series 24 - General Securities Principal Examination

BC

Issued 11/07/2013

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/05/2024

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Evan Pecoraro.
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