Myles Benjaman Overstreet
Investment adviser representative at New Millennium Group
10 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
10 years in the industry.
- New Millennium GroupApr 2022 to now
- Capital Wealth Advisors, LLCJul 2021 to Apr 2022
- Due DiligenceMar 2021 to Jul 2021
- New Millennium GroupOct 2017 to Mar 2021
- Los HermanosOct 2016 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 7331729
- Firm CRD
- 299249