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Katarzyna Anna Kusmierz

Millennium Financial Services LLP

Rockville, MD

CRD 4535429

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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 2025-01-03
  • MD RA
    APPROVED
    Since 2025-01-03

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
Us Pharmacia International Inc Rockville MD 05/1994 Present
Other Businesses

NAME OF BUSINESS: US PHARMACIA INTERNATIONAL INC. NATURE OF BUSINESS: EXPORT POSITION: FINANCIAL DIRECTOR START DATE: 05/1994 HOURS PER MONTH: 160 HOURS DURING TRADING: 5 HOURS PER DAY DUTIES: OVERSEE BUSINESS PLANNING.

Designations
  • Certified Financial Planner

View on SEC IAPD

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