Derek Quinn Overstreet
Investment adviser representative at New Millennium Group
27 yearsExperience
2 statesRegistered in
$257MFirm assets
5 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Ae Wealth Management, LLCJan 2018 to now
- New Millennium Group, LLCNov 2002 to now
- New Millennium Insurance Group, IncAug 1999 to now
- Global Financial Private Capital, LLCDec 2014 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
New Millennium Group
Legal name: New Millennium Group, LLC
$257MAssets managed
895Clients
13Advisers
5 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
- 6430904
- Firm CRD
- 299249