Lee Delorenzo is listed as Founder, Shareholder, And Chairperson Of The Board Of Directors at United Asset Strategies Inc. on SEC Form ADV.
Form ADV reports a beneficial ownership band of 5-10%.
| Title | Founder, Shareholder, And Chairperson Of The Board Of Directors |
| Ownership | 5-10% |
| Control person | No |
| Since | 1992 |
| Title | Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2010 |