United Asset Strategies Inc.
United Asset Strategies Inc. (CRD# 107434) is a financial advisory firm headquartered in Garden City, NY. They manage $1,586,200,000 in 3,812 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management1,586MILLION
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Total Number of Accounts3,812ACCOUNTS
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Average Account Value$416,107
- 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)
AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, ME, MO, NC, NH, NJ, NY, OH, 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 26 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.