Carlo Crescenzo (CRD# 7404450) is an Investment Advisor Representative working at United Asset Strategies Inc. in Garden City, NY and has over 2 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Asset Strategies, Inc. | Garden City, NY | Jun 2019 - Current | 4 |
| Unemployed | Sea Cliff, NY | May 2018 - Jun 2019 | 1 |
| St. John's University | New York, NY | Sep 2014 - May 2018 | 3 |
| Herricks High School | New Hyde Park, NY | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- NY
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Total Assets Under Management1,586MILLIONS
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Total Number of Accounts3,812ACCOUNTS
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Average Account Value$416,107
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, ME, MO, NC, NH, NJ, NY, OH, PA, SC, TX, VA, VI, WI
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