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
Marianne Hocknell (CRD# 2839021) is an Investment Advisor Representative working at United Asset Strategies Inc. in Garden City, NY and has over 27 years of experience in the finance industry.
Jeanine Kosakowski (CRD# 7405026) 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.
Thomas Laviano (CRD# 4782525) is an Investment Advisor Representative working at United Asset Strategies Inc. in Garden City, NY and has over 19 years of experience in the finance industry.
Wei Lee (CRD# 7405088) 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.
Michael Riccardi (CRD# 2238771) is an Investment Advisor Representative working at United Asset Strategies Inc. in Garden City, NY and has over 31 years of experience in the finance industry.
Allison Sajkoski (CRD# 7603234) 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.
Richard Sajkoski (CRD# 2184777) is an Investment Advisor Representative working at United Asset Strategies Inc. in Garden City, NY and has over 31 years of experience in the finance industry.
Jiorden Sanchez (CRD# 5692933) 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.
Linda Scimeca (CRD# 7405330) 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.
Amanda Sebesta (CRD# 7405382) 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.