United Asset Strategies Inc.
United Asset Strategies Inc. (CRD# 107434) is a financial advisory firm headquartered in Garden City, NY. They manage $1,328,700,000 in 3,656 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management1,329MILLION
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Total Number of Accounts3,656ACCOUNTS
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Average Account Value$363,430
- 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
Lee Delorenzo (CRD# 1287449) is an Investment Advisor Representative working at United Asset Strategies Inc. in Garden City, NY and has over 39 years of experience in the finance industry.
Erin Gibbons (CRD# 3009438) is an Investment Advisor Representative working at United Asset Strategies Inc. in Garden City, NY and has over 25 years of experience in the finance industry.
Shane Miller (CRD# 4193978) is an Investment Advisor Representative working at United Asset Strategies Inc. in Garden City, NY and has over 23 years of experience in the finance industry.
Michael Riccardi (CRD# 5740523) is an Investment Advisor Representative working at United Asset Strategies Inc. in Garden City, NY and has over 14 years of experience in the finance industry.
Jason Ambrosini (CRD# 7403828) 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.
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.
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.
Carlo Crescenzo (CRD# 7404450) 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.
Matthew Delorenzo (CRD# 5021432) is an Investment Advisor Representative working at United Asset Strategies Inc. in Garden City, NY and has over 10 years of experience in the finance industry.
Thomas Healy (CRD# 2162962) 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.