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Michael Victor Riccardi

UNITED ASSET STRATEGIES INC.·GARDEN CITY, New York
Unclaimed Profile
377 OAK STREET, GARDEN CITY, NY 11530CRD# 2238771Firm CRD# 107434
01

About

Michael Victor Riccardi 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
UNITED ASSET STRATEGIES INC.
UNITED ASSET STRATEGIES INC.
AUM
$1.7B
Regulatory assets under management
Employees
32
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2238771
Firm CRD# 107434
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Victor Riccardi offer?
Michael Victor Riccardi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GARDEN CITY, New York for a consultation.
What are Michael Victor Riccardi's credentials?
Michael Victor Riccardi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Victor Riccardi located?
Michael Victor Riccardi 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 Michael Victor Riccardi charge for services?
Michael Victor Riccardi'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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