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 11 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 11 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 21 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 21 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 7 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 33 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 16 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 23 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 20 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.