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Armand Michel Overstreet

Investment adviser representative at New Millennium Group
13 yearsExperience
1 stateRegistered 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

13 years in the industry.

  1. New Millennium GroupJan 2024 to now
  2. Commonwealth Financial NetworkMar 2022 to Jan 2024
  3. Sterling Financial GroupMar 2022 to Jan 2024
  4. MML Investors Services LLCJun 2021 to Mar 2022
  5. Massmutual Life Insurance CompanyMay 2021 to Mar 2022
  6. UnemployedMar 2021 to May 2021
  7. New Millennium GroupAug 2020 to Mar 2021
  8. New Millennium Insurance GroupOct 2018 to Mar 2021
  9. SymantecApr 2017 to Oct 2018
  10. Utah Army National GuardAug 2014 to Aug 2022
  11. Utah Valley UniversityMay 2013 to Apr 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020
  • Series 63 · Uniform Securities Agent State Law2021

State registrations

Registered as an investment adviser representative in 1 state (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
7286762
Firm CRD
299249
Advisor's SEC record (opens in a new tab)
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