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UA ADVISORY SERVICES, INC.
UA ADVISORY SERVICES, INC.
ENDWELL, New York
·
3 registered advisors
·
CRD# 137217
SEC# 801-64727
607-754-7222
01
Firm Overview
AUM
$180M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at UA ADVISORY SERVICES, INC.
3 registered advisors
David John Nowacoski
ENDWELL, New York
CRD# 2364668
Jr. Robert Sedor
ENDWELL, New York
CRD# 1031167
Thomas Michael Surowka
ENDWELL, New York
CRD# 1221965
05
Office Locations
ENDWELL, New York
3 advisors
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Data sourced from SEC Form ADV filings. UA ADVISORY SERVICES, INC. (CRD# 137217) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.