Stephen A. Serati, BFA, WMS, AIF
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 5,000 individual clients located throughout the United States. 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 Punta Gorda, FL.