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Steven Michael Fenner

Millennium Advisory Services, Inc.

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About Steven Michael Fenner

Steven Fenner is an investment advisor representative currently affiliated with Millennium Advisory Services, Inc. based in Glen Allen, VA. Steven has been a registered representative with the firm since 2003. Previously, Steven was a registered representative with Triad Advisors, Inc. in Glen Allen, VA. Steven's licenses and certifications include Series 63 and 65, and Series 6 and SIE. Steven has over 20 years of experience in the financial services industry. Steven primarily works with high-net-worth individuals and other individuals. Steven focuses on providing financial planning, investment advice, and educational seminars to clients.

Firm Information

Steven Fenner 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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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fixed fees

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

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percentage of assets

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

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Steven Fenner’s Registration & Firm History

VA

01/22/2003 - Present

Millennium Advisory Services, Inc. (GLEN ALLEN VA)

VA

06/15/2006 - 10/19/2015

TRIAD ADVISORS, INC. (GLEN ALLEN VA)

VA

09/30/2005 - 06/22/2006

SECURITIES AMERICA, INC. (GLEN ALLEN VA)

OH

05/17/2004 - 10/10/2005

CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)

NJ

01/10/2001 - 05/17/2004

FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)

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Licenses & Designations

IA

Issued 01/21/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/21/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/19/2015

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Michael Fenner.
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