Spiros Stefanatos is a registered investment advisor at Millennial Advisers, LLC., based in New York, NY, with 14 years of industry experience. Spiros is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 363 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are negotiated between the client and the investment advisor representative, generally ranging from 0.50% to 2.00% annually.
Fee Estimator
Location
Three World Financial, 200 Vesey Street 24th Floor, New York, NY, 10281
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Millennial Advisers, LLC.
Allied Millennial Partners, LLCBroker
Previous Registrations
Allied Millennial Partners, LLCBroker
Coastal Equities, INC.Broker
John Carris Investments LLCBroker
National Securities CorporationBroker
Hfp Capital Markets LLCBroker
State Registrations51 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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