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Louis Edward Masry

MILLENNIUM INVESTMENT SERVICES·VAN NUYS, California
SIE, Series 3, Series 7, Series 63Clean recordMILLENNIUM INVESTMENT SERVICES
16217 KITTRIDGE STREET, VAN NUYS, CA 91406CRD# 1886117Firm CRD# 108744

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Louis Edward Masry · VAN NUYS, CA
Registration
CRD #1886117 · MILLENNIUM INVESTMENT SERVICES
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MILLENNIUM INVESTMENT SERVICES
CRD 108744 · SEC 801-57394
AUM
$124M
Regulatory assets under management
Employees
3
224 client accounts
Services offered by MILLENNIUM INVESTMENT SERVICES
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at MILLENNIUM INVESTMENT SERVICES →
Introduction

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Frequently Asked Questions

What services does Louis Edward Masry offer?
Louis Edward Masry specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in VAN NUYS, California for a consultation.
What are Louis Edward Masry's credentials?
Louis Edward Masry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Louis Edward Masry located?
Louis Edward Masry is based in VAN NUYS, California, working with MILLENNIUM INVESTMENT SERVICES. Their office serves clients in the VAN NUYS metropolitan area and surrounding communities.
How does Louis Edward Masry charge for services?
Louis Edward Masry's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MILLENNIUM INVESTMENT SERVICES?
MILLENNIUM INVESTMENT SERVICES has approximately 3 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MILLENNIUM INVESTMENT SERVICES

Anthony Michael Reed
VAN NUYS, CA

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