Unclaimed Profile

Steven Andrew Cooper

MILLENNIUM ADVISORY SERVICES, INC.·GLEN ALLEN, Virginia

Series 6, Series 63, Series 65Clean record15 years registeredMILLENNIUM ADVISORY SERVICES, INC.

120 EASTSHORE DRIVE, SUITE 350, GLEN ALLEN, VA 23059CRD# 4639090Firm CRD# 116057

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Andrew Cooper · GLEN ALLEN, VA

Registration

CRD #4639090 · MILLENNIUM ADVISORY SERVICES, INC. · 15 years registered

Brand Profile

Not yet started

Career History

HUB INVESTMENT PARTNERS, LLC

Jan 2025 – present

MILLENNIUM ADVISORY SERVICES, INC.

Nov 2018 – Feb 2025

Glen Allen, VA

CHERRY BEKAERT WEALTH MANAGEMENT LLC

Sep 2018 – Oct 2018

RICHMOND, VA

WEALTHCARE CAPITAL MANAGEMENT LLC

May 2011 – Aug 2018

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · May 23, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MILLENNIUM ADVISORY SERVICES, INC.

CRD 116057 · SEC 801-80969

AUM

$708M

Regulatory assets under management

Employees

2,749 client accounts

Services offered by MILLENNIUM ADVISORY SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MILLENNIUM ADVISORY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Steven Andrew Cooper offer?

Steven Andrew Cooper specializes in Financial Planning, Investment Management. Contact their office in GLEN ALLEN, Virginia for a consultation.

What are Steven Andrew Cooper's credentials?

Steven Andrew Cooper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Andrew Cooper located?

Steven Andrew Cooper is based in GLEN ALLEN, Virginia, working with MILLENNIUM ADVISORY SERVICES, INC.. Their office serves clients in the GLEN ALLEN metropolitan area and surrounding communities.

How does Steven Andrew Cooper charge for services?

Steven Andrew Cooper's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MILLENNIUM ADVISORY SERVICES, INC.?

MILLENNIUM ADVISORY SERVICES, INC. has approximately 29 employees and manages $708M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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