United Advisors Services, LLC

United Advisors Services, LLC (CRD# 150080) is a financial advisory firm headquartered in New York, NY. They manage $379,655,000 in 898 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    380
    MILLION
  • Total Number of Accounts
    898
    ACCOUNTS
  • Average Account Value
    $422,778
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.

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

Financial Advisors at United Advisors Services, LLC
Showing 1 - 10 of 24 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 13 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 13 years of experience in the finance industry.

3
Carmel A. Furtado
CRD#: 1265467
3013 Route 30, Dorset, VT 05251
93
Wealthminder
score

Carmel Furtado (CRD# 1265467) is an Investment Advisor Representative working at United Advisors Services, LLC in Dorset, VT and has over 33 years of experience in the finance industry.

4
Marva L. King
CRD#: 1714628
29 W. Hamilton Avenue, State College, PA 16801
93
Wealthminder
score

Marva King (CRD# 1714628) is an Investment Advisor Representative working at United Advisors Services, LLC in State College, PA and has over 19 years of experience in the finance industry.

5
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 23 years of experience in the finance industry.

6
David C. Kronour
CRD#: 5173536
7501 East Paragon Road, Suite 200, Dayton, OH 45459
93
Wealthminder
score

David Kronour (CRD# 5173536) is an Investment Advisor Representative working at United Advisors Services, LLC in Dayton, OH and has over 11 years of experience in the finance industry.

7
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.

8
Brittany A. Puglia
CRD#: 5720229
1963 N. Halsted Street, Chicago, IL 60614
93
Wealthminder
score

Brittany Puglia (CRD# 5720229) is an Investment Advisor Representative working at United Advisors Services, LLC in Chicago, IL and has over 8 years of experience in the finance industry.

9
Joseph D. Stock
CRD#: 5816404
1963 N. Halsted Street, Chicago, IL 60614
93
Wealthminder
score

Joseph Stock (CRD# 5816404) is an Investment Advisor Representative working at United Advisors Services, LLC in Chicago, IL and has over 5 years of experience in the finance industry.

10
Justin M. Terzo
CRD#: 5716648
1963 North Halsted Street, Chicago, IL 60614
93
Wealthminder
score

Justin Terzo (CRD# 5716648) is an Investment Advisor Representative working at United Advisors Services, LLC in Chicago, IL and has over 8 years of experience in the finance industry.

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