Who We Are

ANTHONY M. REED

As Founder and President of Millennium Investment Services, Tony has built our company based on his vision of how clients should be treated – a vision that goes beyond the structuring of investment portfolios. Every client is always shown the utmost respect, and is provided with the most meaningful performance reporting found in our industry.

After graduating from UCLA with a degree in psychology in 1985, Tony achieved the rare accomplishment of passing all four parts of the CPA^® exam in his first sitting. His career at Weiss Accountancy Corporation actually began in 1983, but his time at Weiss in the public accounting field soon evolved into a full-time passion for helping clients in an investment advisory capacity.

Tony, who is also a Certified Financial Planner, personally manages all of our clients’ investment portfolios and, by virtue of his many years as a CPA^®, brings a unique perspective to his client relationships. His integrity, honesty and passion for doing right by each and every client form the backbone of our firm, and are qualities that can be found in every Millennium team member.

Please refer to important disclosures for a description of the qualifications for Certified Financial Planner and Certified Public Accountant.