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%. Matthew Ryan Delorenzo is associated with 2 registered advisers.
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.
| Title | Chief Executive Officer, Chief Investment Officer, And Shareholder |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2021 |
United Asset Strategies Inc.
| Title | Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2025 |