United Advisors Services, LLC

United Advisors Services, LLC (CRD# 150080) is a financial advisory firm headquartered in New York, NY. They manage $390,459,000 in 884 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    390
    MILLION
  • Total Number of Accounts
    884
    ACCOUNTS
  • Average Account Value
    $441,696
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, ID, KY, LA, MA, MD, ME, NC, NJ, NY, PA, TX, VA, VT, WA

Financial Advisors at United Advisors Services, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Todd W. Berger
CRD#: 4806289
40 Wall Street, 17th Fl, New York, NY 10005
93
Wealthminder
score

Todd Berger (CRD# 4806289) is an Investment Advisor Representative working at United Advisors Services, LLC in New York, NY and has over 12 years of experience in the finance industry.

2
John P. Devaney
CRD#: 4840137
40 Wall Street, 17th Fl, New York, NY 10005
93
Wealthminder
score

John Devaney (CRD# 4840137) is an Investment Advisor Representative working at United Advisors Services, LLC in New York, NY and has over 12 years of experience in the finance industry.

3
Jerrold S. Klein
CRD#: 2578433
40 Wall Street, 17th Fl, New York, NY 10005
93
Wealthminder
score

Jerrold Klein (CRD# 2578433) is an Investment Advisor Representative working at United Advisors Services, LLC in New York, NY and has over 22 years of experience in the finance industry.

4
Karla P. Lema
CRD#: 2478052
40 Wall Street, 17th Fl, New York, NY 10005
93
Wealthminder
score

Karla Lema (CRD# 2478052) is an Investment Advisor Representative working at United Advisors Services, LLC in New York, NY and has over 22 years of experience in the finance industry.

5
Michael Toporek
CRD#: 2831646
317 Madison Avenue, Suite 405, New York, NY 10017
93
Wealthminder
score

Michael Toporek (CRD# 2831646) is an Investment Advisor Representative working at United Advisors Services, LLC in New York, NY and has over 8 years of experience in the finance industry.

6
David H. Campbell
CRD#: 4466677
40 Wall Street, 17th Fl, New York, NY 10005
90
Wealthminder
score

David Campbell (CRD# 4466677) is an Investment Advisor Representative working at United Advisors Services, LLC in New York, NY and has 1 year of experience in the finance industry.

7
Robert J. Campbell
CRD#: 1186546
Malvern, PA
88
Wealthminder
score

Robert Campbell (CRD# 1186546) is an Investment Advisor Representative working at United Advisors Services, LLC in Malvern, PA and has over 34 years of experience in the finance industry.

8
Clancy J. Atkinson
CRD#: 4101733
7 West State St., Suite 350, Sharon, PA 16146
83
Wealthminder
score

Clancy Atkinson (CRD# 4101733) is an Investment Advisor Representative working at United Advisors Services, LLC in Sharon, PA and has over 17 years of experience in the finance industry. Clancy Atkinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Paul N. Franklin
CRD#: 2393728
199 N. Capitol Blvd., Suite 502, Boise, ID 83702
83
Wealthminder
score

Paul Franklin (CRD# 2393728) is an Investment Advisor Representative working at United Advisors Services, LLC in Boise, ID and has over 24 years of experience in the finance industry.

10
Michelle M. Malone
CRD#: 2472307
726 Exchange Street, Suite 505, Buffalo, NY 14210
83
Wealthminder
score

Michelle Malone (CRD# 2472307) is an Investment Advisor Representative working at United Advisors Services, LLC in Buffalo, NY and has over 21 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.