United Asset Strategies, Inc. Employee Directory

Q: What is United Asset Strategies, Inc. known for?

United Asset Strategies, Inc. was founded in 1992. United Asset Strategies, Inc. operates in the Investment Management industry.

Investment ManagementUnited States11-50 Employees

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, implement and monitor sophisticated money management strategies, retirement, and estate planning in order to allow our clients to focus on what matters most to them and their families. United Asset Strategies believes that the single most important investment principle is diversification. We are committed to exceptional customer service and prudent, disciplined daily money management.

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

United Asset Strategies, Inc. Global Highlights

North America
42

United States Of America
42

Africa
1

Côte D'ivoire
1

United Asset Strategies, Inc.'s Leadership

M. D.
Chief Executive Officer
Mobile Phone
Email
B. M.
Chief Operating Officer
Mobile Phone
Email
M. S.
Chief Operating Officer
Mobile Phone
Email
R. M.
Chief Operating Officer
Mobile Phone
Email
S. M.
Vice President Financial Planning
Mobile Phone
Email
J. A.
Vp Of Financial Planning
Mobile Phone
Email
A. S.
Vice President Operations
Mobile Phone
Email
M. R.
President
Mobile Phone
Email

Contact profiles from United Asset Strategies, Inc.

Name

Title

Contact Info

Location

Last Update

B. M.
Chief Operating Officer
Mobile Phone
Email
Aug 10, 2025
L. D.
Co-Founder
Mobile Phone
Email
United StatesNew York
Jun 01, 2025
M. D.
Chief Executive Officer
Mobile Phone
Email
Aug 08, 2025
S. E.
Partner: Lobbyist And Government Relations
Mobile Phone
Email
United StatesMinnesota
Sep 11, 2025
M. R.
President
Mobile Phone
Email
United StatesNew York
Jul 19, 2025
M. S.
Chief Operating Officer
Mobile Phone
Email
Oct 23, 2024
R. M.
Chief Operating Officer
Mobile Phone
Email
Nov 10, 2025
S. M.
Vice President Financial Planning
Mobile Phone
Email
United StatesNew York
Oct 29, 2025
J. A.
Vp Of Financial Planning
Mobile Phone
Email
United StatesNew York
Oct 24, 2025
K. C.
Vice President, Data Integration
Mobile Phone
Email
United StatesNew York
Aug 12, 2025

Frequently Asked Questions

What is United Asset Strategies, Inc. known for?

United Asset Strategies, Inc. was founded in 1992 operates in the Investment Management industry. The company's main headquarters is located in 377 Oak St, Suite 403 Garden City, New York 11530, US; you can contact the main corporate office by phone at

+1-516-222-****

. Explore United Asset Strategies, Inc.'s company overview page for more information.

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

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

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

United Asset Strategies, Inc. has approximately 50 employees as of October 2025. These team members are located across 2 continents, including North AmericaAfrica.

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

As of October 2025, United Asset Strategies, Inc.'s key employees include:

Chief Executive Officer: M. D.
Chief Operating Officer: B. M.
Chief Operating Officer: M. S.
Chief Operating Officer: R. M.
Vice President Financial Planning: S. M.

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