| Name | Title | Ownership | Since |
|---|---|---|---|
| Kathryn Payne Beller Control | Chief Compliance Officer | Under 5% | 2009 |
| Lee Delorenzo | Founder, Shareholder, And Chairperson Of The Board Of Directors | 5-10% | 1992 |
| Matthew Ryan Delorenzo Control | Chief Executive Officer, Chief Investment Officer, And Shareholder | 25-50% | 2021 |
United Asset Strategies Inc. reports $1.8 billion in regulatory assets under management on its Form ADV.
United Asset Strategies Inc. reports 32 employees.
United Asset Strategies Inc. is based in Garden City, NY and has been SEC-registered since 1992.
United Asset Strategies Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 377 Oak Street, Suite 403, Garden City, NY 11530 |
| Phone | 516-222-0021 |
| Fax | 516-222-0163 |
| Office hours | 9:00 - 5:00 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.69B |
| Non-discretionary | $157.8M |
| Total (RAUM) | $1.84B |