UNITED ASSET STRATEGIES INC.

GARDEN CITY, New York·5 registered advisors·CRD# 107434
SEC# 801-414641516-222-0021
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
32
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at UNITED ASSET STRATEGIES INC.

5 registered advisors
Erin Albiez Gibbons
GARDEN CITY, New York
Lee Delorenzo
GARDEN CITY, New York
Matthew R Delorenzo
GARDEN CITY, New York
Michael Victor Riccardi
GARDEN CITY, New York
Robert James Murphy
GARDEN CITY, New York
05

Office Locations

GARDEN CITY, New York
5 advisors

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Data sourced from SEC Form ADV filings. UNITED ASSET STRATEGIES INC. (CRD# 107434) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.