Unclaimed Profile

Matthew R Delorenzo

UNITED ASSET STRATEGIES INC.·GARDEN CITY, New York

Clean recordUNITED 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Matthew R Delorenzo is a registered financial advisor based in GARDEN CITY, New York, affiliated with UNITED ASSET STRATEGIES INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

UNITED ASSET STRATEGIES INC.

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at UNITED ASSET STRATEGIES INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5021432

Firm CRD# 107434

View on FINRA BrokerCheck →

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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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