linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Steven Andrew Cooper

Millennium Advisory Services, Inc.

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

About Steven Andrew Cooper

Steven Andrew Cooper is an Investment Advisor Representative with Millennium Advisory Services, Inc. Steven has been in the industry since 2003. Steven is licensed in Virginia and is also registered as an Investment Adviser Representative. Steven has Series 6, Series 63 and Series 65 licenses. Prior to joining Millennium Advisory Services, Inc. Steven worked at Wealthcare Capital Management Inc., Cherry Bekaert Wealth Management LLC and Capital Brokerage Corporation. Steven specializes in financial planning, portfolio management for individuals and educational seminars.

Firm Information

Steven Cooper is currently registered with Millennium Advisory Services, Inc.. Millennium Advisory Services, Inc. is a Registered Investment Advisor located in Glen Allen, VA. They provide financial planning and portfolio management services to individuals and high-net-worth individuals. The firm manages approximately $707.5 million in assets.
Millennium Advisory Services, Inc.

5340 TWIN HICKORY ROAD

GLEN ALLEN, VA 23059

$707.52M

Assets Under Management

Not reported

Total Clients

21

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

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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.

Steven Cooper’s Registration & Firm History

VA

11/01/2018 - Present

Millennium Advisory Services, Inc. (Glen Allen VA)

VA

11/09/2004 - 03/16/2011

CAPITAL BROKERAGE CORPORATION (RICHMOND VA)

VA

06/27/2003 - 08/06/2004

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

NJ

03/13/2003 - 04/11/2003

FIRST INVESTORS CORPORATION (EDISON NJ)

Not sure if Steven Andrew Cooper is right for you?

Licenses & Designations

IA

Issued 05/20/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/18/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/11/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Andrew Cooper.
Not sure if Steven Andrew Cooper is right for you?