Unclaimed Profile

Erin Albiez Gibbons

UNITED ASSET STRATEGIES INC.·GARDEN CITY, New York

Series 7, Series 9, Series 10, Series 63, Series 6525 years registeredUNITED ASSET STRATEGIES INC.

377 OAK STREET, GARDEN CITY, NY 11530CRD# 3009438Firm CRD# 107434

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Erin Albiez Gibbons · GARDEN CITY, NY

Registration

CRD #3009438 · UNITED ASSET STRATEGIES INC. · 25 years registered

Brand Profile

Not yet started

Career History

UNITED ASSET STRATEGIES INC.

Nov 2018 – present

STIFEL, NICOLAUS & COMPANY, INCORPORATED

May 2011 – Sep 2013

HAUPPAUGE, NY

CHARLES SCHWAB & CO., INC.

Mar 2007 – May 2011

SMITHTOWN, NY

CHARLES SCHWAB & CO., INC.

Nov 2000 – Dec 2005

SMITHTOWN, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · November 1, 2000

Years registered · 25

Disclosure History

2008Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

UNITED ASSET STRATEGIES INC.

CRD 107434 · SEC 801-41464

AUM

$1.7B

Regulatory assets under management

Employees

3,931 client accounts

Services offered by UNITED ASSET STRATEGIES INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at UNITED ASSET STRATEGIES INC. →

Introduction

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Frequently Asked Questions

What services does Erin Albiez Gibbons offer?

Erin Albiez Gibbons specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GARDEN CITY, New York for a consultation.

What are Erin Albiez Gibbons's credentials?

Erin Albiez Gibbons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Erin Albiez Gibbons located?

Erin Albiez Gibbons is based in GARDEN CITY, New York, working with UNITED ASSET STRATEGIES INC.. Their office serves clients in the GARDEN CITY metropolitan area and surrounding communities.

How does Erin Albiez Gibbons charge for services?

Erin Albiez Gibbons's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UNITED ASSET STRATEGIES INC.?

UNITED ASSET STRATEGIES INC. has approximately 32 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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