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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-09-1992
- Office Locations
- 1
Office Locations
About United Asset Strategies Inc.
United Asset Strategies is a Garden City, NY RIA serving retail and institutional investors, including business owners, with integrated financial planning and investment management. The firm builds diversified, risk-managed portfolios using asset allocation across equities and fixed income—often implemented with ETFs and mutual funds, including municipal bond exposure. United Asset Strategies also publishes a quarterly market letter that can support advisor and client communications.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MATTHEW RYAN DELORENZO
Chief Executive Officer, Chief Investment Officer
- CRD
- #5021432
- Ownership
- 25% but less than 50%
MICHAEL VICTOR RICCARDI
President
- CRD
- #2238771
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Michael Abate
Director
- CRD
- #2315733
JASON MICHAEL AMBROSINI
Vice President
- CRD
- #7403828
Showing 2 of 26 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,046,100,000 | $526,825 |
| Non-Discretionary | $171,900,000 | $299,827 |
| Total | $2,218,000,000 | $495,699 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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