M

M Guy Riccardi's
email & phone

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Current Position:

Portfolio Manager at United Asset Strategies, Inc.

Experience:

16 years

Location:

Huntington Station, New York, United States

How to contact M Guy Riccardi

Last updated:2025-07-02
emailg***m@unitedasset.com
phone+1-***-***-9097
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Analytics

According to LinkedIn M Guy Riccardi started working on 2009, then the employee has changed 2 companies and 2 jobs. On average, M Guy Riccardi works for one company for 11 years 10 months. M Guy Riccardi has been working as a Portfolio Manager for United Asset Strategies, Inc. for 4566 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Portfolio Manager at United Asset Strategies, Inc.

Apr 2013 - Current

Associate at United Financial Group, Ltd

Mar 2010 - Current

Associate at United Retirement Consultants, Inc.

Mar 2010 - Current

Trading/ Sales Assistant at United Asset Strategies, Inc.

Sep 2009 - Apr 2013

Education

Bachelor of Arts (B.A.) at Drew University

Current Company Information United Asset Strategies, Inc.

Name: United Asset Strategies, Inc.

Speciality: Wealth Management, Financial Planning, Retirement Planning, Elder Care Planning, Estate Planning, 401k, Fiduciary ERISA Services, Investing, Pensions

Location: Garden City, New York, United States

Employees: 10-50

HQ Phone: 5162220021

Description: At United Asset Strategies, our mission is to be a steward to our clients and to each other, ever mindful of our clients'​ unique financial goals and risk tolerances. We develop,...

Skills

Fixed Annuities, Wealth Management, Asset Allocation, Finance, Microsoft Office, 401k, Investments, Fixed Income, Sales

Frequently Asked Questions

How long has M Guy Riccardi been working as a Portfolio Manager?

M Guy Riccardi's total experience in various companies as a Portfolio Manager 12 years 6 months.

What is M Guy Riccardi's minimum period of employment in the companies?

M Guy Riccardi's minimum period of employment in various companies is 3 years 7 months.

What is M Guy Riccardi's average duration of employment for different companies?

On average, M Guy Riccardi works for one company for 3 years 7 months

What industries has M Guy Riccardi worked in?

M Guy Riccardi works in the Financial Services.

What positions has M Guy Riccardi held before?

Previously, M Guy Riccardi worked as a Associate, and Trading/ Sales Assistant.

How do I contact M Guy Riccardi?

M Guy Riccardi's email address is g***m@unitedasset.com, phone number is +1-***-***-9097. Sign up to get contact details.

Who is the President/CEO/Director of the United Asset Strategies, Inc.?

The President/CEO/Director of the United Asset Strategies, Inc. is Candy Batista

Who are M Guy Riccardi's peers at other companies?

M Guy Riccardi's peers at other companies are Jennifer Fournier and Kelly Orihuela and Nicholas Frerman
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M Guy Riccardi Namesakes

Name
Company
Position
G
United Financial Group, Ltd
Associate

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Other employees at United Asset Strategies, Inc.

Name
Company
Position
R
Managing Director, Client Development
S
Vice President Financial Planning
A
Vice President, Financial Planning
C
Vice President of Client Services, Executive Assistant to Co-Founder
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