UNITED ASSET STRATEGIES INC. of GARDEN CITY, NY is an SEC-registered investment adviser (CRD 107434). Regulatory assets under management: $2.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Matthew Ryan Delorenzo | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND SHAREHOLDER; TRUSTEE | — |
| Kathryn Payne Beller | CHIEF COMPLIANCE OFFICER | — |
| Michael Victor Riccardi | PRESIDENT AND SHAREHOLDER | — |
| Robert James Murphy | CHIEF OPERATIONS OFFICER; TRUSTEE | — |
| Lee Delorenzo | FOUNDER, SHAREHOLDER, AND CHAIRPERSON OF THE BOARD OF DIRECTORS; TRUSTEE | Garden City, NY |
| MURPHY TERRENCE JAMES | CHIEF OPERATIONS OFFICER; EXECUTIVE VICE PRESIDENT | — |
| BELLER KATHRYN PAYNE | CHIEF COMPLIANCE OFFICER | — |
| DELORENZO LEE | CHIEF COMPLIANCE OFFICER; FOUNDER, SHAREHOLDER, AND CHAIRPERSON OF THE BOARD OF DIRECTORS; PRESIDENT (+1 more) | — |
| BIGGIN PAUL MICHAEL | VICE PRESIDENT | — |
| RICCARDI MICHAEL VICTOR | PRESIDENT AND SHAREHOLDER | — |
| DELORENZO MATTHEW R | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | — |
| GIBBONS ERIN ALBIEZ | CHIEF OPERATIONS OFFICER AND SHAREHOLDER | — |
| Marianne Hocknell | TRUSTEE | — |
| City | State | Employees | Phone |
|---|---|---|---|
| SHORT HILLS | NJ | 1 | 516-222-0021 |