United Professional Advisors, LLC Employee Directory

Financial ServicesNew York, United States11-50 Employees

United Professional Advisors, LLC is dedicated to making a meaningful positive difference in the financial lives of our clients.  Through teamwork, service, and innovative plan development we will help empower our clients to keep the promises they have made to themselves, their families, and their community. We will respect each individual client's principles and values and become their trusted advisor as we guide them to reach their full potential.

Representatives offer products and services using the following business names: United Professional Advisors, LLC –insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC –securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC andAAS are not affiliated with United Professional Advisors, LLC.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.

Find United Professional Advisors, LLC employees' phone numbers or email addresses

United Professional Advisors, LLC Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

United Professional Advisors, LLC's Leadership

  • Stylized image of a person
    K. A.
    Partner
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  • Stylized image of a person
    A. F.
    Manager
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  • Stylized image of a person
    D. J. M.
    Financial Advisor
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  • Stylized image of a person
    S. R.
    Financial Professional
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  • Stylized image of a person
    S. C.
    Insurance Specialist
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  • Stylized image of a person
    S. H.
    Financial Advisor
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  • Stylized image of a person
    G. W.
    Client Services
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  • Stylized image of a person
    N. F.
    Financial Advisor
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United Professional Advisors, LLC Employee Metrics

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

Contact profiles from United Professional Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    N. F.
    Partner At United Professional Advisors
    Phone icon
    United StatesNew York
    Feb 19, 2026

Frequently Asked Questions

What is United Professional Advisors, LLC known for?

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United Professional Advisors, LLC was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 19607 Nys Route 3 Watertown, New York 13601 United States; you can contact the main corporate office by phone at . Explore United Professional Advisors, LLC's company overview page for more information.

What is United Professional Advisors, LLC's most common email format?

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

How many employees does United Professional Advisors, LLC have currently?

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United Professional Advisors, LLC has approximately 17 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are United Professional Advisors, LLC's key employees and leadership?

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As of April 2026, United Professional Advisors, LLC's key employees include:

  • Partner: K. A.
  • Manager: A. F.
  • Financial Advisor: D. J. M.
  • Financial Professional: S. R.
  • Insurance Specialist: S. C.

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