United Asset Strategies Inc.
● SEC registered since 1992CRD 107434SEC# 801-41464Garden City, NY
Reg. AUM
$2.09B
Employees
33
Accounts
4,208
Location
Garden City, NY
United Asset Strategies Inc. assets under management
United Asset Strategies Inc. operates as an SEC-registered investment adviser based in Garden City, NY. The firm has been registered since 1992. It reports $2.1 billion in regulatory assets under management and employs 33 people.
United Asset Strategies Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kathryn Payne Beller Control | Chief Compliance Officer | Under 5% | 2009 |
| Matthew Ryan Delorenzo Control | Chief Executive Officer, Chief Investment Officer, And Shareholder | 25-50% | 2021 |
| Michael Victor Riccardi Control | President And Shareholder | 25-50% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does United Asset Strategies Inc. manage?
United Asset Strategies Inc. reports $2.1 billion in regulatory assets under management on its Form ADV.
How many employees does United Asset Strategies Inc. have?
United Asset Strategies Inc. reports 33 employees.
Where is United Asset Strategies Inc. located?
United Asset Strategies Inc. is based in Garden City, NY and has been SEC-registered since 1992.
Does United Asset Strategies Inc. disclose fund performance?
United Asset Strategies Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$2.09B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$2.09Bregulatory AUM
Discretionary $1.91BNon-discretionary $173M