Unclaimed Profile

Lee Delorenzo

UNITED ASSET STRATEGIES INC.·GARDEN CITY, New York

Series 7, Series 24, Series 28, Series 51, Series 63Clean record7 years registeredUNITED ASSET STRATEGIES INC.

377 OAK STREET, GARDEN CITY, NY 11530CRD# 1287449Firm CRD# 107434

Profile Verification

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

Identity

Lee Delorenzo · GARDEN CITY, NY

Registration

CRD #1287449 · UNITED ASSET STRATEGIES INC. · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: UNITED ASSET STRATEGIES INC.

UNITED ASSET STRATEGIES INC.

Nov 2018 – Jan 2026

GARDEN CITY, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 28

Series 51

Series 63

Registration record

First registered · November 28, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Lee Delorenzo offer?

Lee Delorenzo specializes in Financial Planning, Investment Management, Wealth Management.

What are Lee Delorenzo's credentials?

Lee Delorenzo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lee Delorenzo located?

Lee Delorenzo is based in GARDEN CITY, New York, last registered with UNITED ASSET STRATEGIES INC..

How does Lee Delorenzo charge for services?

Lee Delorenzo'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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