UNITED ASSET STRATEGIES INC.
CRD #107434 SEC #801-41464 GARDEN CITY, NY 516-222-0021
SEC Registered
Total AUM
$1.8B
Discretionary
$1.7B
Employees
32
Clients
51
Accounts
4,029
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 18, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLER, KATHRYN, PAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GIBBONS, ERIN, ALBIEZ | I | CHIEF OPERATIONS OFFICER AND SHAREHOLDER | NA | Control |
| GIBBONS, ERIN, ALBIEZ | I | CHIEF OPERATIONS OFFICER AND SHAREHOLDER | NA | Control |
| GIBBONS, ERIN, ALBIEZ | I | CHIEF OPERATIONS OFFICER AND SHAREHOLDER | NA | Control |
| GIBBONS, ERIN, ALBIEZ | I | CHIEF OPERATIONS OFFICER AND SHAREHOLDER | NA | Control |
| GIBBONS, ERIN, ALBIEZ | I | CHIEF OPERATIONS OFFICER AND SHAREHOLDER | NA | Control |
| GIBBONS, ERIN, ALBIEZ | I | CHIEF OPERATIONS OFFICER AND SHAREHOLDER | NA | Control |
| GIBBONS, ERIN, ALBIEZ | I | CHIEF OPERATIONS OFFICER AND SHAREHOLDER | NA | Control |
| GIBBONS, ERIN, ALBIEZ | I | CHIEF OPERATIONS OFFICER AND SHAREHOLDER | NA | Control |
| GIBBONS, ERIN, ALBIEZ | I | CHIEF OPERATIONS OFFICER AND SHAREHOLDER | NA | Control |
| GIBBONS, ERIN, ALBIEZ | I | CHIEF OPERATIONS OFFICER AND SHAREHOLDER | NA | Control |
| MURPHY, ROBERT, JAMES | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MURPHY, ROBERT, JAMES | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MURPHY, ROBERT, JAMES | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MURPHY, ROBERT, JAMES | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MURPHY, ROBERT, JAMES | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MURPHY, ROBERT, JAMES | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MURPHY, ROBERT, JAMES | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MURPHY, ROBERT, JAMES | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MURPHY, ROBERT, JAMES | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MURPHY, ROBERT, JAMES | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, LEE | I | PRESIDENT | E | Control |
| DELORENZO, MATTHEW, R | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | C | Control |
| DELORENZO, MATTHEW, R | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | C | Control |
| DELORENZO, MATTHEW, R | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | C | Control |
| DELORENZO, MATTHEW, R | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | C | Control |
| DELORENZO, MATTHEW, R | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | C | Control |
| DELORENZO, MATTHEW, R | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | C | Control |
| DELORENZO, MATTHEW, R | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | C | Control |
| DELORENZO, MATTHEW, R | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | C | Control |
| DELORENZO, MATTHEW, R | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | C | Control |
| DELORENZO, MATTHEW, R | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | C | Control |
| DELORENZO, MATTHEW, R | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | C | Control |
| DELORENZO, MATTHEW, R | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | C | Control |
| DELORENZO, MATTHEW, R | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | C | Control |
| DELORENZO, MATTHEW, R | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | C | Control |
| DELORENZO, MATTHEW, R | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | C | Control |
| DELORENZO, MATTHEW, R | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | C | Control |
| DELORENZO, MATTHEW, R | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | C | Control |
| DELORENZO, MATTHEW, RYAN | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND SHAREHOLDER | C | Control |
| DELORENZO, MATTHEW, RYAN | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND SHAREHOLDER | C | Control |
| RICCARDI, MICHAEL, VICTOR | I | PRESIDENT AND SHAREHOLDER | C | Control |
| RICCARDI, MICHAEL, VICTOR | I | PRESIDENT AND SHAREHOLDER | C | Control |
| RICCARDI, MICHAEL, VICTOR | I | PRESIDENT AND SHAREHOLDER | C | Control |
| RICCARDI, MICHAEL, VICTOR | I | PRESIDENT AND SHAREHOLDER | C | Control |
| RICCARDI, MICHAEL, VICTOR | I | PRESIDENT AND SHAREHOLDER | C | Control |
| RICCARDI, MICHAEL, VICTOR | I | PRESIDENT AND SHAREHOLDER | C | Control |
| RICCARDI, MICHAEL, VICTOR | I | PRESIDENT AND SHAREHOLDER | C | Control |
| RICCARDI, MICHAEL, VICTOR | I | PRESIDENT AND SHAREHOLDER | C | Control |
| RICCARDI, MICHAEL, VICTOR | I | PRESIDENT AND SHAREHOLDER | C | Control |
| RICCARDI, MICHAEL, VICTOR | I | PRESIDENT AND SHAREHOLDER | C | Control |
| RICCARDI, MICHAEL, VICTOR | I | PRESIDENT AND SHAREHOLDER | C | Control |
| RICCARDI, MICHAEL, VICTOR | I | PRESIDENT AND SHAREHOLDER | C | Control |
| RICCARDI, MICHAEL, VICTOR | I | PRESIDENT AND SHAREHOLDER | C | Control |
| RICCARDI, MICHAEL, VICTOR | I | PRESIDENT AND SHAREHOLDER | C | Control |
| RICCARDI, MICHAEL, VICTOR | I | PRESIDENT AND SHAREHOLDER | C | Control |
| RICCARDI, MICHAEL, VICTOR | I | PRESIDENT AND SHAREHOLDER | C | Control |
| RICCARDI, MICHAEL, VICTOR | I | PRESIDENT AND SHAREHOLDER | C | Control |
| RICCARDI, MICHAEL, VICTOR | I | PRESIDENT AND SHAREHOLDER | C | Control |
| RICCARDI, MICHAEL, VICTOR | I | PRESIDENT AND SHAREHOLDER | C | Control |
| UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | DE | SHAREHOLDER | B | |
| UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | DE | SHAREHOLDER | B | |
| UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | DE | SHAREHOLDER | B | |
| UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | DE | SHAREHOLDER | B | |
| UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | DE | SHAREHOLDER | B | |
| UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | DE | SHAREHOLDER | B | |
| UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | DE | SHAREHOLDER | B | |
| UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | DE | SHAREHOLDER | B | |
| UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | DE | SHAREHOLDER | B | |
| UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | DE | SHAREHOLDER | B | |
| UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | DE | SHAREHOLDER | B | |
| UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | DE | SHAREHOLDER | B | |
| UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | DE | SHAREHOLDER | B | |
| UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | DE | SHAREHOLDER | B | |
| UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | DE | SHAREHOLDER | B | |
| UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | DE | SHAREHOLDER | B | |
| UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | DE | SHAREHOLDER | B | |
| UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | DE | SHAREHOLDER | B | |
| UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | DE | SHAREHOLDER | B | |
| BIGGIN, PAUL, MICHAEL | I | VICE PRESIDENT | A | Control |
| DELORENZO, LEE | I | FOUNDER, SHAREHOLDER, AND CHAIRPERSON OF THE BOARD OF DIRECTORS | A | |
| DELORENZO, LEE | I | FOUNDER, SHAREHOLDER, AND CHAIRPERSON OF THE BOARD OF DIRECTORS | A | |
| DELORENZO, LEE | I | FOUNDER, SHAREHOLDER, AND CHAIRPERSON OF THE BOARD OF DIRECTORS | A | |
| DELORENZO, LEE | I | FOUNDER, SHAREHOLDER, AND CHAIRPERSON OF THE BOARD OF DIRECTORS | A | |
| DELORENZO, LEE | I | FOUNDER, SHAREHOLDER, AND CHAIRPERSON OF THE BOARD OF DIRECTORS | A | |
| DELORENZO, LEE | I | FOUNDER, SHAREHOLDER, AND CHAIRPERSON OF THE BOARD OF DIRECTORS | A | |
| DELORENZO, LEE | I | FOUNDER, SHAREHOLDER, AND CHAIRPERSON OF THE BOARD OF DIRECTORS | A | |
| DELORENZO, LEE | I | FOUNDER, SHAREHOLDER, AND CHAIRPERSON OF THE BOARD OF DIRECTORS | A | |
| DELORENZO, LEE | I | FOUNDER, SHAREHOLDER, AND CHAIRPERSON OF THE BOARD OF DIRECTORS | A | |
| DELORENZO, LEE | I | FOUNDER, SHAREHOLDER, AND CHAIRPERSON OF THE BOARD OF DIRECTORS | A | |
| DELORENZO, LEE | I | FOUNDER, SHAREHOLDER, AND CHAIRPERSON OF THE BOARD OF DIRECTORS | A | |
| DELORENZO, LEE | I | FOUNDER, SHAREHOLDER, AND CHAIRPERSON OF THE BOARD OF DIRECTORS | A | |
| DELORENZO, LEE | I | FOUNDER, SHAREHOLDER, AND CHAIRPERSON OF THE BOARD OF DIRECTORS | A | |
| DELORENZO, LEE | I | FOUNDER, SHAREHOLDER, AND CHAIRPERSON OF THE BOARD OF DIRECTORS | A | |
| DELORENZO, LEE | I | FOUNDER, SHAREHOLDER, AND CHAIRPERSON OF THE BOARD OF DIRECTORS | A | |
| DELORENZO, LEE | I | FOUNDER, SHAREHOLDER, AND CHAIRPERSON OF THE BOARD OF DIRECTORS | A | |
| DELORENZO, LEE | I | FOUNDER, SHAREHOLDER, AND CHAIRPERSON OF THE BOARD OF DIRECTORS | A | |
| DELORENZO, LEE | I | FOUNDER, SHAREHOLDER, AND CHAIRPERSON OF THE BOARD OF DIRECTORS | A | |
| DELORENZO, LEE | I | FOUNDER, SHAREHOLDER, AND CHAIRPERSON OF THE BOARD OF DIRECTORS | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DELORENZO, LEE | I | UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| DELORENZO, LEE | I | UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| DELORENZO, LEE | I | UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| DELORENZO, LEE | I | UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| DELORENZO, LEE | I | UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| DELORENZO, LEE | I | UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| DELORENZO, LEE | I | UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| DELORENZO, LEE | I | UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| DELORENZO, LEE | I | UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| DELORENZO, LEE | I | UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| DELORENZO, LEE | I | UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| DELORENZO, LEE | I | UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| DELORENZO, LEE | I | UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| DELORENZO, LEE | I | UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| DELORENZO, LEE | I | UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| DELORENZO, LEE | I | UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
| DELORENZO, LEE | I | UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | F | Control |
Registrations
Federal
IA
Dec 18, 2025 REGISTERED
Notice Filings (27)
AZ CA CO CT DE FL GA IL LA MA MD ME MO NC NH NJ NV NY OH PA SC TX VA VI VT WA WI
Address
377 OAK STREETSUITE 403
GARDEN CITY, NY 11530
United States
Phone: 516-222-0021