United Asset Strategies, Inc. Information
Contact top employees from
United Asset Strategies, Inc.
Summary
United Asset Strategies, Inc. is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Garden City, New York, USA. The number of employees ranges from 25 to 100. The annual revenue of United Asset Strategies, Inc. varies between 100K and 5.0M. To connect with United Asset Strategies, Inc. employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Wealth Management, Financial Planning, Retirement Planning, Elder Care Planning, Estate Planning, 401k, Fiduciary ERISA Services, Investing, Pensions
DMA Code
New York Metropolitan Area
Founded
1992
Estimated Annual Revenue
$100K - 5.0M
Operating Status
Independent Company
Contact United Asset Strategies, Inc.
Organization Website
Social Links
Phone Number
5162220021
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Length of Employment
Employee tenure at United Asset Strategies, Inc. shows a diverse range of experience levels:
3% have been with the company for less than 1 year6% for 1–2 years12% for 3–4 years15% for 5–7 years6% for 8–10 years59% have over 11 years of service at United Asset Strategies, Inc.Ex-employees positions
In Company
In New Company
Contact top employees from
United Asset Strategies, Inc.
Bob Murphy
Chief Operating Officer
Keith Douglas
Director, Fixed Income Trading and Portfolio Management
Matthew DeLorenzo
Chief Executive Officer
Linda Scimeca
Pension Coordinator
Erin Gibbons
Executive Director, Wealth Management
Thomas Laviano
Portfolio Manager
Kasia Cichon
Vice President, Data Integration
M Guy Riccardi
Portfolio Manager
Rich Sajkoski
Managing Director, Client Development
Michael Riccardi
President
Lee DeLorenzo
Co-Founder
Shane Miller
Vice President Financial Planning
Allison Sajkoski
Vice President, Financial Planning
Leigh Wangel
Licensed Insurance Agent
Marisa Smith
Director, Client Development
Linda Jones
Regional Account Manager
Candy Batista
Vice President of Client Services, Executive Assistant to Co-Founder
Jason Ambrosini
VP of Financial Planning
Andy Selfors
Junior Portfolio Manager
Andrew Lee
Investment & Data Specialist
Tameka White
Director of Operations and Tax Services
Hayley FitzSimons
Client Experience Associate
Connor Gibbons
Relationship Management Intern
Thomas Healy III
Chief Portfolio Strategist
Cindy Somer
Financial Advisor
marianne hocknell
Senior pension Consultant
Robin Bischoff
Managing Director, Client Experience
Jeanine Kosakowski
Executive Assistant Office Manager
Beatriz Paz
Pension Administrator
Donna Brzoza
Bookkeeper, Insurance Assistance
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FAQ
United Asset Strategies, Inc. operates in the Financial Services industries. More details can be found on the official website: unitedasset.com.
The headquarters of United Asset Strategies, Inc. are located in Garden City, United States.
You can contact United Asset Strategies, Inc. by phone at 5162220021.
United Asset Strategies, Inc. currently employs 10-50 people.
United Asset Strategies, Inc.'s revenue is approximately 3.2M.
