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).

Current Firm Details
377 Oak Street, Suite 403, Garden City, NY 11530
http://www.unitedasset.com
By the Numbers
  • Total Assets Under Management
    1,586
    MILLION
  • Total Number of Accounts
    3,812
    ACCOUNTS
  • Average Account Value
    $416,107
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.

AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, ME, MO, NC, NH, NJ, NY, OH, PA, SC, TX, VA, VI, WI

Financial Advisors at United Asset Strategies Inc.
Showing 21 - 24 of 24 top financial advisors.
21
Andy Selfors, financial advisor Garden City NY
Andy R. Selfors
CRD#: 7405624
377 Oak Street, Suite 403, Garden City, NY 11530

Andy Selfors (CRD# 7405624) 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.

22
Marisa Smith, financial advisor Garden City NY
Marisa N. Smith
CRD#: 7406098
377 Oak Street, Suite 403, Garden City, NY 11530

Marisa Smith (CRD# 7406098) 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.

23
Cynthia Somer, financial advisor Garden City NY
Cynthia M. Somer
CRD#: 2775970
377 Oak Street, Suite 403, Garden City, NY 11530

Cynthia Somer (CRD# 2775970) 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.

24
Tameka White, financial advisor Garden City NY
Tameka White
CRD#: 4789873
377 Oak Street, Suite 403, Garden City, NY 11530

Tameka White (CRD# 4789873) 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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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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