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).

By the Numbers
  • Total Assets Under Management
    1,329
    MILLION
  • Total Number of Accounts
    3,656
    ACCOUNTS
  • Average Account Value
    $363,430
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
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 39 years of experience in the finance industry.

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 25 years of experience in the finance industry.

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 23 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 14 years of experience in the finance industry.

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 over 2 years 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
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 over 2 years of experience in the finance industry.

9
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 10 years of experience in the finance industry.

10
Thomas F. Healy
CRD#: 2162962
377 Oak Street, Suite 403, Garden City, NY 11530

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.

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