Company Information

Get to know Third Millennium Advisors

Founded in 1999, Third Millennium Advisors, LLC is an SEC-registered investment advisory firm based in New York City. The company operates on a fee-only basis, emphasizing its role as a fiduciary to its clients. It provides comprehensive and personalized wealth management services, including financial planning, investment management, retirement planning, and estate planning, primarily for individuals, families, and trusts. Their mission is to offer independent and objective financial guidance to help clients achieve their long-term financial goals, particularly a secure retirement.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Third Millennium Advisors

United States

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Markets.com

(326 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.