Unclaimed Profile

Matthew R Delorenzo

UNITED ASSET STRATEGIES INC.·GARDEN CITY, New York

Series 7, Series 63Clean record5 years registeredUNITED ASSET STRATEGIES INC.

377 OAK STREET, GARDEN CITY, NY 11530CRD# 5021432Firm CRD# 107434

Profile Verification

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

Identity

Matthew R Delorenzo · GARDEN CITY, NY

Registration

CRD #5021432 · UNITED ASSET STRATEGIES INC. · 5 years registered

Brand Profile

Not yet started

Career History

UNITED ASSET STRATEGIES INC.

Jul 2021 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · July 27, 2021

Years registered · 5

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 Matthew R Delorenzo offer?

Matthew R Delorenzo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GARDEN CITY, New York for a consultation.

What are Matthew R Delorenzo's credentials?

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

Where is Matthew R Delorenzo located?

Matthew R Delorenzo 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 Matthew R Delorenzo charge for services?

Matthew R 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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