United Asset Strategies Inc.

United Asset Strategies Inc. (CRD# 107434) is a financial advisory firm headquartered in Garden City, NY. They manage $1,542,900,000 in 3,428 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,543
    MILLION
  • Total Number of Accounts
    3,428
    ACCOUNTS
  • Average Account Value
    $450,088
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA, CO, CT, FL, GA, IL, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA, VI, WI

Financial Advisors at United Asset Strategies Inc.
Showing 1 - 10 of 24 top financial advisors.
1
Lee Delorenzo
CRD#: 1287449
377 Oak Street, Suite 403, Garden City, NY 11530

Lee Delorenzo (CRD# 1287449) is an Investment Advisor Representative working at United Asset Strategies Inc. in Garden City, NY and has over 37 years of experience in the finance industry. Lee Delorenzo 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.

2
Erin A. Gibbons
CRD#: 3009438
377 Oak Street, Suite 403, Garden City, NY 11530

Erin Gibbons (CRD# 3009438) is an Investment Advisor Representative working at United Asset Strategies Inc. in Garden City, NY and has over 24 years of experience in the finance industry. Erin Gibbons 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.

3
Shane E. Miller
CRD#: 4193978
377 Oak Street, Suite 403, Garden City, NY 11530

Shane Miller (CRD# 4193978) is an Investment Advisor Representative working at United Asset Strategies Inc. in Garden City, NY and has over 22 years of experience in the finance industry.

4
Michael G. Riccardi
CRD#: 5740523
377 Oak Street, Suite 403, Garden City, NY 11530

Michael Riccardi (CRD# 5740523) is an Investment Advisor Representative working at United Asset Strategies Inc. in Garden City, NY and has over 12 years of experience in the finance industry. Michael Riccardi 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.

5
Jason M. Ambrosini
CRD#: 7403828
377 Oak Street, Suite 403, Garden City, NY 11530

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.

6
Candy E. Batista
CRD#: 3125725
377 Oak Street, Suite 403, Garden City, NY 11530

Candy Batista (CRD# 3125725) 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.

7
Robin E. Bischoff
CRD#: 7403955
377 Oak Street, Suite 403, Garden City, NY 11530

Robin Bischoff (CRD# 7403955) 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.

8
Matthew R. Coughlin
CRD#: 6367257
377 Oak Street, Suite 403, Garden City, NY 11530

Matthew Coughlin (CRD# 6367257) 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.

9
Carlo N. Crescenzo
CRD#: 7404450
377 Oak Street, Suite 403, Garden City, NY 11530

Carlo Crescenzo (CRD# 7404450) 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.

10
Matthew R. Delorenzo
CRD#: 5021432
377 Oak Street, Suite 403, Garden City, NY 11530

Matthew Delorenzo (CRD# 5021432) is an Investment Advisor Representative working at United Asset Strategies Inc. in Garden City, NY and has over 8 years of experience in the finance industry.

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