16100 Chesterfield Parkway West
At Millenia, we like to provide our clients with consolidated reporting for their accounts. In addition to your statements, this is an online resource that allows you to view your accounts at any time from your computer or mobile device. With your online access, you will be able to see your consolidated portfolio with account names, values, and performance.
To access your accounts online, please click on the name of your primary financial advisor. If you have a team of advisors, you may click on any one of the advisors' names to access your accounts.
Steve Serati Lee Neumann Rabona Frye Tony Arnold
Please note, you are also able to access your accounts by clicking the client login button at the top of the page.
If you are not yet registered for access for online access, please reach out to our office at (636) 777-7780 or toll free at (866) 583-1001 and one of our team members would be more than happy to assist. If you prefer email, please request online access by emailing email@example.com . In addition, if you have any questions or concerns, please contact our office at (636) 777-7780 or toll free at (866) 583-1001.
Please remember that due to the nature of the market and the way pricing is structured, your account values will always be one business day behind. Unfortunately, this is beyond our control and more a function of the way the NYSE and various exchanges delay releasing their prices. If you need same-day pricing, please contact your representative to explore options that may allow such information.