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Matthew Ryan Delorenzo

Chief Executive Officer, Chief Investment Officer, And ShareholderUnited Asset Strategies Inc.CRD 5021432

About Matthew Ryan Delorenzo

Matthew Ryan Delorenzo is listed as Chief Executive Officer, Chief Investment Officer, And Shareholder at United Asset Strategies Inc. in Garden City, NY. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of United Asset Strategies Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Matthew Ryan Delorenzo work?

Matthew Ryan Delorenzo is listed as Chief Executive Officer, Chief Investment Officer, And Shareholder at United Asset Strategies Inc. on SEC Form ADV.

How much of United Asset Strategies Inc. does Matthew Ryan Delorenzo own?

Form ADV reports a beneficial ownership band of 25-50%.

United Asset Strategies Inc.

TitleChief Executive Officer, Chief Investment Officer, And Shareholder
Ownership25-50%
Control personYes
Since2021
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