Ted Devoe
Millennium Portfolio Advisors · Aurora, Colorado
Ted Devoe is a fee-only financial advisor at Millennium Portfolio Advisors in Aurora, Colorado. Millennium Portfolio Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Millennium Portfolio Advisors |
|---|---|
| Based in | Aurora, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $45.5M across 182 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4776346 |
| Exams passed | Series 65 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.millenniumportfolioadvisors.com |
How Ted's firm compares
- Millennium Portfolio Advisors's average account is about $250,000, from its Form ADV (assets managed divided by 182 accounts).
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Questions about Ted
Is Ted Devoe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ted holds no broker registration, and Millennium Portfolio Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ted charge for financial advice?
Ted's firm, Millennium Portfolio Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Ted Devoe based?
Ted Devoe is based in Aurora, Colorado.
Is Ted Devoe registered with the SEC?
Yes. Ted Devoe is registered as an investment adviser representative in TX (CRD 4776346), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Millennium Portfolio Advisors manage?
Millennium Portfolio Advisors reports $45.5M across 182 accounts in assets under management.
How do I contact Ted Devoe?
Through Ted's website, www.millenniumportfolioadvisors.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
- 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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