firm profile
United Asset Strategies Inc.
Overview
United Asset Strategies Inc. is an SEC registered investment adviser based in Garden City, NY, registered since 1992. It reports $2.2B in assets under management across 4,208 accounts, with 33 employees. It has 25 investment adviser representatives.
- Reported AUM
- $2.2B
- Discretionary
- 92%
- Accounts
- 4,208
- Average account
- $527K
- Employees
- 33
- Advisory reps
- 25
- Registered since
- 1992
- Jurisdictions
- 26
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 4
- Matthew Ryan Delorenzo Chief Executive Officer, Chief Investment Officer, Shareholder CRD 5021432
- Michael Victor Riccardi President, Shareholder CRD 2238771
- Kathryn Payne Beller Chief Compliance Officer CRD 5072413
1 more executive officer, with direct contact details
Advisory reps 3 of 25
- Michael Abate Investment Adviser Rep CRD 2315733
- Jason Michael Ambrosini Investment Adviser Rep CRD 7403828
- Candy Elinthia Batista Investment Adviser Rep CRD 3125725
22 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 377 Oak St Ste 403
Garden City, NY 11530 - County
- Nassau
- Metro area
- New York-Newark-Jersey City, NY-NJ-PA
- Region
- Northeast
Registrations
- SEC registered
- Registered in 26 jurisdictions
- Website: unitedasset.com
Every state, with registration dates
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- Flynn Zito Capital Management, LLCGarden City, NY$774M AUM
- Wilmington Capital Securities, LLCGarden City, NY$277M AUM
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