A complete list of active advisors currently associated with Third Millennium Advisors, Inc.

Warmer can help you find a great advisor at Third Millennium Advisors, Inc. or one who fits your needs even better.

Third Millennium Advisors is a state-registered independent investment adviser that provides discretionary portfolio management, financial planning, and consulting to individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals. As of December 31, 2025 the firm reported $34,645,198 in discretionary assets under management for a compact client roster of 10 individuals. The firm develops personalized investment policy statements through in‑depth information gathering and uses a mix of fundamental, technical, quantitative, and qualitative analysis to implement those policies. Strategies described in the brochure include long‑term asset allocation as well as the selective use of margin, options (covered calls and spreads), futures, and interests in real‑estate and oil‑and‑gas partnerships when consistent with a client’s objectives and risk tolerance. Notable operational features include that all disclosed assets are managed on a discretionary basis and the firm does not vote client proxies, leaving proxy voting responsibility to clients—an approach that differs from many peers. The adviser recommends custody at Schwab Institutional and discloses receipt of institutional services from that custodian; the firm has operated since 1997.

To learn more about the advisors currently working at Third Millennium Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.