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William Arthur Lascelle

Millennium Financial Services LLP

Rockville, MD

CRD 4535428

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Employer firm

Millennium Financial Services LLP CRD 118082

$22.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Millennium Financial Services Llp

932 Hungerford Drive Suite 27A, Rockville, MD 20850-1752 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2006-06-30
  • MD RA
    APPROVED
    Since 2006-06-30

Branch Locations

932 Hungerford Drive Suite 27A, Rockville, MD 20850-1752 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Millennium Financial Services Llp Rockville MD 06/1997 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NAVY FEDERAL INVESTMENT SERVICES, LLC

Nearby Investors

JOHN BRIAN OETTINGER
JORDAN SCOTT KRAUS
Anna Laureys Squier

Nearby Offices

LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD

More in Rockville, MD

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