United Asset Strategies, Inc. logo

United Asset Strategies, Inc. Employee Directory

Investment ManagementNew York, United States51-200 Employees

United Asset Strategies, Inc. has about 51 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (99%) and Côte D'ivoire (1%). Banking and Business make up over half of the profiles with a known department. United Asset Strategies, Inc.'s workforce spans 7 departments. United Asset Strategies, Inc.'s workforce grew 6% between January 2026 and November 2026.

Find United Asset Strategies, Inc. employees' phone numbers or email addresses

United Asset Strategies, Inc. Global Highlights

Location
Employees

North America
66

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  • United States Of America
    66

Africa
1

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  • Côte D'ivoire
    1

North America accounts for 99% of United Asset Strategies, Inc.'s workforce, followed by Africa (1%).

United Asset Strategies, Inc.'s Leadership

  • Chief Executive Officer at United Asset Strategies, Inc.
    M. D.
    Chief Executive Officer
  • Chief Operating Officer at United Asset Strategies, Inc.
    M. S.
    Chief Operating Officer
  • Chief Operating Officer at United Asset Strategies, Inc.
    R. M.
    Chief Operating Officer
  • Vice President, Client Services at United Asset Strategies, Inc.
    C. B.
    Vice President, Client Services
  • Business Director at United Asset Strategies, Inc.
    M. D.
    Business Director
  • Portfolio Manager at United Asset Strategies, Inc.
    T. L.
    Portfolio Manager
  • Junior Portfolio Manager at United Asset Strategies, Inc.
    A. S.
    Junior Portfolio Manager
  • Portfolio Manager at United Asset Strategies, Inc.
    W. L.
    Portfolio Manager

United Asset Strategies, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Accounting
  • Sales
  • Other
  • Analytics

Banking is the largest department at 69% of profiles with a known department, up from 67% in January 2026, followed by Business (13%, down from 17%) and Finance (6%, down from 10%).

Contact profiles from United Asset Strategies, Inc.

Name
Title
Contact
Location
Last Update
  • Chief Executive Officer at United Asset Strategies, Inc.
    M. D.
    Chief Executive Officer
    Aug 27, 2026
  • Chief Operating Officer at United Asset Strategies, Inc.
    M. S.
    Chief Operating Officer
    Oct 23, 2024
  • Chief Operating Officer at United Asset Strategies, Inc.
    R. M.
    Chief Operating Officer
    Jul 20, 2026
  • Vice President, Client Services at United Asset Strategies, Inc.
    C. B.
    Vice President, Client Services
    Mar 11, 2024
  • Business Director at United Asset Strategies, Inc.
    M. D.
    Business Director
    Oct 18, 2024
  • Portfolio Manager at United Asset Strategies, Inc.
    T. L.
    Portfolio Manager
    Jun 25, 2026
  • Junior Portfolio Manager at United Asset Strategies, Inc.
    A. S.
    Junior Portfolio Manager
    Mar 24, 2026
  • Portfolio Manager at United Asset Strategies, Inc.
    W. L.
    Portfolio Manager
    Oct 01, 2026
  • Pension Administrator at United Asset Strategies, Inc.
    B. P.
    Pension Administrator
    Oct 22, 2026
  • Executive at United Asset Strategies, Inc.
    C. S.
    Executive
    Oct 16, 2024

Frequently Asked Questions

What are the largest departments at United Asset Strategies, Inc.?

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Banking is the largest department at 69% of profiles with a known department, up from 67% in January 2026, followed by Business (13%, down from 17%) and Finance (6%, down from 10%). United Asset Strategies, Inc.'s workforce spans 7 departments.

Where are United Asset Strategies, Inc.'s employees located?

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United Asset Strategies, Inc. has about 51 employees across 2 continents, most of them in North America. North America accounts for 99% of United Asset Strategies, Inc.'s workforce, followed by Africa (1%). By country, the largest groups are United States Of America (99%) and Côte D'ivoire (1%).

How has United Asset Strategies, Inc.'s workforce changed over the past year?

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United Asset Strategies, Inc.'s workforce grew 6% between January 2026 and November 2026. Banking's share of profiles with a known department rose from 67% to 69%.

How many employees does United Asset Strategies, Inc. have currently?

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United Asset Strategies, Inc. has approximately 51 employees as of November 2026. These team members are located across 2 continents, including North America and Africa.

Who are United Asset Strategies, Inc.'s key employees and leadership?

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As of November 2026, United Asset Strategies, Inc.'s key employees include:

  • Chief Executive Officer: M. D.
  • Chief Operating Officer: M. S.
  • Chief Operating Officer: R. M.
  • Vice President, Client Services: C. B.
  • Business Director: M. D.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is United Asset Strategies, Inc.'s most common email format?

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United Asset Strategies, Inc. employees' email format typically follows the pattern of FirstL@unitedasset.com. Trying to find reliable and up-to-date employee contact data? Find more United Asset Strategies, Inc. email formats with LeadIQ.

What is United Asset Strategies, Inc. known for?

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United Asset Strategies, Inc. was founded in 1992 and operates in the Investment Management industry. You can contact United Asset Strategies, Inc.'s main corporate office by phone at . Explore United Asset Strategies, Inc.'s company overview page for more information.

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