About the Agency
Millennium Career Advisors is a financial recruiting firm that places experienced wealth management professionals with client firms across the United States. Those firms include banks, wirehouses, independent channels and Registered Investment Advisors. Corporate clients engage it on contingency or retained arrangements, while financial advisors can use the service at no cost to themselves.
Its advisor consulting service guides financial advisors through moves to wirehouse, regional, independent and RIA platforms. It says it currently recruits for over 30 companies and charges contingency clients only when one of its candidates is hired. It also offers valuation and deal services, covering book analysis, valuation and the matching of buyers and sellers of financial practices.
Ron Edde is the founder, president and chief executive officer. Julie Tresch joined as a recruiter in 2016 and works mainly with private bankers.
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