James Christopher is a registered investment advisor at Millennial Advisers, LLC., based in New York, NY, with 15 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 297 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Millennial Advisers' fee is negotiated with each client and generally ranges from 0.50% to 2.00% of your portfolio's value. The fee is deducted monthly or quarterly. If your assets are managed by a third-party money manager, you'll pay additional fees to that manager. This fee does not include transaction fees or brokerage commissions.
Location
Three World Financial, 200 Vesey Street 24th Floor, New York, NY, 10281
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2012Other Business Activities
James is a board member of Apeiron Solutions Inc., dedicating a few hours per week. He also owns rental real estate and works as a consultant for Credit Connect Technologies, spending minimal time and a few hours per week, respectively, on these activities.
Employment History
Current Registrations
Millennial Advisers, LLC.
Allied Millennial Partners, LLCBroker
Previous Registrations
Millennial Advisers, LLC.
Financial Resources Group Investment Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Santander Securities
Santander Securities LLCBroker
E.J. Sterling, LLCBroker
Chase Investment Services CORP.Broker
State Registrations8 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.