Millenia Investments

CONNECT

Address:

16100 Chesterfield Parkway West Suite 165
Chesterfield, MO 63017

Phone:

(636)777-7780 ,Toll free: (866)583-1001

Fax/Other:

(636)530-1049,

Stephen A. Serati

Stephen A. Serati

President and Partner

Stephen is co-founder and a managing partner of Millenia Investments and has been a licensed investment advisor since 1989. Stephen, together with his partner Lee Neumann, has helped to grow Millenia Investments from a small, regional investment firm into a financial services enterprise that provides investment, insurance and retirement services to more than 7,000 individual clients located throughout the United States. Stephen has been a Registered Principal with Securities Service Network, a member of Ladenburg Thalmann Financial Services, since 2004. Ladenburg Thalmann was established in 1876. Throughout his career, Stephen has received numerous awards and recognitions from several of the industry’s largest financial institutions and organizations. In January 2017, Securities Service Network/Ladenburg Thalmann named Stephen one of the firm’s Top Forty investment advisors.

 

Stephen lives with his wife, Catherine, in Sunset Hills, Missouri. Catherine is also employed at Millenia Investments where she serves as controller and office manager.

Phone (636)777-7780 Ext 7787
Fax (636)530-1049
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck