# UNITED ASSET STRATEGIES INC.

UNITED ASSET STRATEGIES INC. of GARDEN CITY, NY is an SEC-registered investment adviser.

## Registration

- CRD: 107434
- Type: SEC-registered investment adviser
- SEC file number: 801-41464
- Location: 377 OAK STREET, SUITE 403, GARDEN CITY, NY, 11530
- Phone: 516-222-0021
- Latest filing: 2026-07-09
- Regulatory AUM: $2.2B
- Discretionary AUM: $2.0B
- Non-discretionary AUM: $171.9M
- Clients: 33
- Accounts: 4,208

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (13)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107434/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107434/similar
- Related entities: https://search.stillhousedata.com/firm/107434/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107434

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.