Anthony Reed
Millennium Investment Services · Van Nuys, California
Anthony Reed is a fee-only financial advisor at Millennium Investment Services in Van Nuys, California, who holds the CFP credential. Anthony charges a percentage of assets.
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Facts
| Firm | Millennium Investment Services |
|---|---|
| Based in | Van Nuys, California |
| Fee model | Percentage of assets |
| Assets under management | $153.9M across 227 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2532355 |
| Exams passed | Series 63 (1994) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.minvs.com |
How Anthony's firm compares
- Millennium Investment Services's average account is about $678,000, from its Form ADV (assets managed divided by 227 accounts).
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Questions about Anthony
Is Anthony Reed a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Millennium Investment Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anthony charge for financial advice?
Anthony charges a percentage of assets.
Where is Anthony Reed based?
Anthony Reed is based in Van Nuys, California.
What credentials does Anthony Reed hold?
Anthony Reed holds the CFP credential.
Is Anthony Reed registered with the SEC?
Yes. Anthony Reed is registered as an investment adviser representative in CA (CRD 2532355), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Millennium Investment Services manage?
Millennium Investment Services reports $153.9M across 227 accounts in assets under management.
How do I contact Anthony Reed?
Through Anthony's website, www.minvs.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Millennium Investment Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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