United Asset Strategies INC.
Garden City, NY·SEC-registered · CRD #107434
United Asset Strategies INC. is an SEC-registered investment advisory firm in Garden City, NY managing $2.1B across 4.8k client accounts, with 21 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.1B
Client accounts
4.8k
Advisory staff
21
Fee model
Fee-based
How United Asset Strategies INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about United Asset Strategies INC.
How much does United Asset Strategies INC. manage?
Per its most recent SEC Form ADV filing (03/30/2026), United Asset Strategies INC. reports $2.1B in regulatory assets under management across roughly 4.8k client accounts.
How does United Asset Strategies INC. charge?
United Asset Strategies INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is United Asset Strategies INC. a fiduciary?
Yes. United Asset Strategies INC. is registered with the U.S. Securities and Exchange Commission (CRD #107434), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is United Asset Strategies INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks United Asset Strategies INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Garden City, NY
Profile compiled from United Asset Strategies INC.'s public SEC Form ADV filing (CRD #107434, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of United Asset Strategies INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with United Asset Strategies INC.? Claim this profile.