Broker Check

Stephen Serati, BFA, WMS, AIF

Stephen Serati, also known as Steve, is co-founder and president  of Millenia Investments LLC and has been a licensed financial advisor since 1989. Steve and his business partner, Lee Neumann, have grown Millenia Investments into an enterprise that serves thousands of clients across 37 states.

Client Centered

At this stage of his career, Steve focuses almost exclusively on the three things he enjoys most: his personal relationships with our clients, continuing the growth of Millenia Investments, and recruiting and mentoring the next generation of investment advisor representatives and service professionals.

Client Centered

Steve’s passion for helping clients and his commitment to be build the best advice and service model in the industry is something he wears on his sleeve. He strives to make the client experience at Millenia Investments something more intimate than the standard industry model. 

Client Centered

When Steve isn’t working in, or on, the business, he enjoys sport fishing, biking, pickle ball, travel, and spending time with his children and granddaughters. Steve and Cathy split their time between their residences in Punta Gorda, Florida, and Chesterfield, Missouri, with frequent trips to visit their family in Colorado Springs, Colorado.

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