Jason AmbrosiniCRD Number: 7403828
Current Firm: United Asset Strategies Inc.
Jason Ambrosini (CRD# 7403828) is an Investment Advisor Representative working at United Asset Strategies Inc. in Garden City, NY and has 1 year of experience in the finance industry.
Park Avenue Securities LLC
Hightower Advisors, LLC
A.g.p / Alliance Global Partners
|United Asset Strategies, Inc.||Garden City, NY||Nov 2019 - Current||2|
|Bookkeeper 360||Woodbury, NY||May 2018 - Sep 2019||1|
|Stony Brook University||Stony Brook, NY||Sep 2016 - May 2018||1|
|Suffolk County Community College||Selden, NY||Jun 2013 - Jun 2016||3|
|Shoreham Wading River High School||Shoreham, NY||Sep 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management1,543MILLIONS
Total Number of Accounts3,428ACCOUNTS
Average Account Value$450,088
- 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)
CA, CO, CT, FL, GA, IL, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA, VI, WI
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