MILLENNIUM ADVISORS, LLC X-17A-5 (2025-02-26) — Broker-dealer annual report

Full text of MILLENNIUM ADVISORS, LLC's X-17A-5 filed 2025-02-26 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

Document text (excerpt)

{0}------------------------------------------------ ![](_page_0_Picture_0.jpeg) # **MILLENNIUM ADVISORS, LLC** ## STATEMENT OF FINANCIAL CONDITION **As of December 31, 2024** **And Report of Independent Registered Public Accounting Firm** Filed as PUBLIC information pursuant to Rule 17a-5(d) under the Securities Exchange Act of 1934. {1}------------------------------------------------ **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** # **ANNUAL REPORTS FORM X-17A-5 PART** Ill **FACING PAGE** **Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934** FILING FOR THE PERIOD BEGINNING **O 1/01/2024** AND ENDING **12/31/2024** MM/DD/VY **A. REGISTRANT IDENTIFICATION** # NAME oF FIRM : Millennium Advisors, LLC TYPE OF REGISTRANT (check all applicable boxes): [!] Broker-dealer D Security-based swap dealer D Major security-based swap participant D Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) # 11605 N. Community House Road, Suite 550 | | (No. and Street) | | | | | |---------------------------------------------------------------------------|------------------------------------------------------------|---------------|------------------------------|--|--| | Charlotte | NC | | 28277 | | | | {City) | (State) | | (Zip Code) | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | Jeremy Abig | 980.213.2305 | | jabig@millenniumadvisors.com | | | | (Name) | (Area Code - Telephone Number)<br>(Email Address) | | | | | | | | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | B. ACCOUNTANT IDENTIFICATION | | | | | | FORVIS MAZARS, LLP | {Name - if individual, state last, first, and middle name) | | | | | | 4350 Congress Street, Suite 900 | | | | | | | (Address) | Charlotte<br>{City) | NC<br>(State) | 28209<br>(Zip Code) | | | | 10/16/2003<br>l" | | 686 | | | | \* Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-S{e){l){ii), if applicable. **Persons who are to respond to the collection of information contained** in **this form are not required to respond unless the form displays a currently valid 0MB control number.** 0MB APPROVAL 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estima…

Read the full text as markdown

Other filings by this registrant

Original filing on SEC EDGAR (source of record)