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Owner and Managing Member · Millennium Investment and Retirement Advisors, LLC

Yvonne M. Rizk

CRD 5715541 · Named on Form ADV at one SEC-registered adviser

At a glance

Millennium Investment and Retirement Advisors, LLC, an SEC-registered asset manager with $1.4 billion in regulatory assets, lists Yvonne M. Rizk on its Form ADV as Owner and Managing Member, a control person.

Firms and roles

AtlasMembers

Yvonne’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Colin S. DixonOwner, Millennium Investment and Retirement Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Yvonne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.