MILLENNIUM ADVISORS, LLC X-17A-5 (2026-04-23) — Broker-dealer annual report

Full text of MILLENNIUM ADVISORS, LLC's X-17A-5 filed 2026-04-23 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

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{0}------------------------------------------------ ![](_page_0_Picture_0.jpeg) # **MILLENNIUM ADVISORS, LLC** # STATEMENT OF FINANCIAL CONDITION **As of December 31, 2025** **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** 0MB APPROVAL 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 > SEC FILE NUMBER 8-68349 # **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 1/01/2025** AND ENDING **12/3 1/2025** MM/DD/YY MM/DD/YY **A. REGISTRANT IDENTIFICATION** # NAME oF FIRM: Millennium Advisors, LLC TYPE OF REGISTRANT (check all applicable boxes): C!J Broker-dealer D Security-based swap dealer D Major security-based swap participant □ 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 | | | | | | Christy Lee | 980.213.2320 | | clee@millenniumadvisors.com | | | (Name) | (Area Code -Telephone Number) | (Email Address) | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>FORVIS MAZARS, LLP | (Name - if individual, state last, first, and middle name) | | | | | 60 Crossways Park Drive West Woodbury | | NY | 11797 | | | (Address) | (City) | (State) | (Zip Code) | | | 10/16/2003 | | 686 | | | | | | | | | | | FOR OFFICIAL USE ONLY | | | | | | | | | | \* Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant…

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