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Anthony Michael Reed

Investment adviser representative at Millennium Investment Services
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$153.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

22 years in the industry.

  1. Mis Partners, LLCMar 2009 to now
  2. Millennium Investment ServicesJul 1995 to now
  3. Mis Capital Management, LLCMar 2009 to Dec 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994

State registrations

Registered as an investment adviser representative in 1 state (CA).

Millennium Investment Services

$153.9MAssets managed
134Clients
1Advisers
26 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2532355
Firm CRD
108744
Advisor's SEC record (opens in a new tab)
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