United Asset Strategies Inc.

Michael Riccardi is a financial advisor at United Asset Strategies Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with United Asset Strategies since 2009. Outside of his advisory role, he is a managing member and one-third owner of EME Asset Management, LLC, which oversees real estate investments, and he also serves as principal and one-third owner of 360 Family Office Advisor, LLC, providing consulting for small privately held companies. United Asset Strategies serves individual clients across wealth levels and advises employer-sponsored retirement plans and participants. The firm employs individualized, actively managed portfolios with diversified holdings and utilizes tactical fixed-income strategies, supported by a multi-team staff with various professional credentials and institutional experience.

Jiorden Sanchez is a CFA® charterholder with 13 years of industry experience, currently serving at United Asset Strategies Inc. since 2020. Prior to this, he worked at Goldman Sachs from 2014 to 2018. United Asset Strategies serves individual clients across wealth levels as well as employer-sponsored retirement plans, offering discretionary portfolio management, retirement-plan consulting, and estate and financial planning. The firm employs individualized investment decisions implemented through diversified, actively managed portfolios and uses tactical fixed-income strategies alongside options trading and tax-aware rebalancing.

Matthew Delorenzo is a financial advisor at United Asset Strategies Inc. in Garden City, NY, with 18 years at the firm and a total of 4 years of industry experience. He holds a Series 63 designation. United Asset Strategies serves individual clients across wealth levels and advises employer-sponsored retirement plans and participants. The firm employs an individualized investment approach using diversified, actively managed portfolios and offers discretionary portfolio management, retirement-plan consulting, and estate and financial planning.

Michael Riccardi is a CFP®-designated financial advisor with United Asset Strategies Inc. in Garden City, NY, where he has worked since 2010. He has seven years of industry experience. Riccardi is also involved with United Financial Group, Ltd., where he engages in insurance sales on a part-time basis. United Asset Strategies serves individual clients across wealth levels and advises employer-sponsored retirement plans. The firm employs individualized, actively managed portfolios with a diversified investment approach and offers discretionary portfolio management, retirement-plan consulting, and estate and financial planning.

Michael Abate is a financial advisor at United Asset Strategies Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Pensionmark Financial Group, APW Capital, EisnerAmper Wealth Management & Corporate Benefit, TD Ameritrade, and Capital One Sharebuilder. United Asset Strategies serves individual clients across wealth levels and advises employer-sponsored retirement plans and plan participants. The firm provides discretionary portfolio management, retirement-plan and pension consulting, and estate and financial planning, using diversified, actively managed portfolios and a tactical approach to fixed income.

Shane Miller is a financial advisor at United Asset Strategies Inc. with 25 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining United Asset Strategies in 2021, he worked at TD Ameritrade Investment Management, Inc. and TD Ameritrade, Inc. for a combined total of 17 years. United Asset Strategies serves individual clients across wealth levels and advises employer-sponsored retirement plans and participants. The firm employs an individualized investment approach using diversified, actively managed portfolios and offers discretionary portfolio management, retirement-plan consulting, and estate and financial planning services.

Jason Ambrosini is a financial advisor at United Asset Strategies Inc. with four years of industry experience. He holds a Series 65 designation and has worked at United Asset Strategies since 2019. Prior to his advisory role, he held positions at Bookkeeper 360, Stony Brook University, and Suffolk County Community College. United Asset Strategies serves individual clients across wealth levels and advises employer-sponsored retirement plans. The firm employs diversified, actively managed portfolios and offers discretionary portfolio management, retirement-plan consulting, and estate and financial planning.

Erin Gibbons is a CFP® professional with 20 years of industry experience, currently serving at United Asset Strategies Inc. since 2013. She holds Series 63 and Series 65 licenses and is a member of the board of directors for Dominican Village, a nonprofit independent and assisted living facility. United Asset Strategies serves individual clients across wealth levels and advises employer-sponsored retirement plans, offering discretionary portfolio management, retirement-plan consulting, and estate and financial planning through diversified, actively managed portfolios and tactical fixed-income strategies.

Robert Murphy is a CFP®-certified financial advisor with 32 years of industry experience. He has worked at United Asset Strategies Inc. since 2022 and previously spent 21 years at TD Ameritrade. United Asset Strategies serves individual clients across wealth levels and advises employer-sponsored retirement plans and participants. The firm provides discretionary portfolio management, retirement-plan and pension consulting, and estate and financial planning, employing diversified, actively managed portfolios with a mix of core holdings, ETFs, opportunistic positions, and tactical fixed-income strategies.

Marianne Hocknell is a financial advisor at United Asset Strategies Inc. with four years of industry experience. She holds the Series 63 designation and is based in Garden City, NY. Marianne has been with United Asset Strategies since 1994. United Asset Strategies serves individual clients across wealth levels and advises employer-sponsored retirement plans and participants. The firm employs individualized investment decisions through diversified, actively managed portfolios and offers discretionary portfolio management, retirement-plan consulting, and estate and financial planning.

Keith Douglas is a financial advisor at United Asset Strategies Inc. with 30 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Convera, Lantern Investments, and Peak Alliance. United Asset Strategies serves individual clients across wealth levels and advises employer-sponsored retirement plans and plan participants. The firm provides discretionary portfolio management, retirement-plan and pension consulting, and estate and financial planning, using diversified, actively managed portfolios and tactical fixed-income strategies.

Richard Sajkoski is a financial advisor at United Asset Strategies Inc. with 32 years of industry experience. He holds a Series 63 designation and has been with United Asset Strategies since 2011. Sajkoski also works as an insurance agent and registered representative in related financial services. United Asset Strategies serves individual clients across wealth levels and advises employer-sponsored retirement plans. The firm employs diversified, actively managed portfolios and offers discretionary portfolio management, retirement-plan consulting, and estate and financial planning.

Amanda Sebesta is a financial advisor at United Asset Strategies Inc. with four years of industry experience. She holds a Series 65 designation and has worked at United Asset Strategies since 2021. Prior to that, she was employed at the Joe Aguirre Agency and has a background that includes roles at DSW and Hofstra University. Outside of her advisory work, she was involved with Grooming on Broadway for five years. United Asset Strategies serves individual clients across various wealth levels and advises employer-sponsored retirement plans. The firm employs diversified, actively managed portfolios and offers services including discretionary portfolio management, retirement-plan consulting, and estate and financial planning.

Thomas Laviano is a financial advisor with United Asset Strategies Inc. in Garden City, NY, holding a Series 63 designation and four years of industry experience. He has been with United Asset Strategies since 2013 and also works with United Financial Group, Ltd. since 2012. United Asset Strategies serves individual clients across wealth levels and advises employer-sponsored retirement plans and participants. The firm employs diversified, actively managed portfolios with tactical fixed-income strategies and offers comprehensive retirement-plan and estate planning services.

Carlo Crescenzo is a financial advisor at United Asset Strategies Inc. with four years of industry experience. He holds a Series 65 designation and has been with United Asset Strategies since 2019. Prior to his advisory role, he spent four years at St. John's University. United Asset Strategies serves individual clients and employer-sponsored retirement plans, offering discretionary portfolio management, retirement-plan consulting, and estate and financial planning. The firm employs diversified, actively managed portfolios and uses tactical fixed-income strategies, managing approximately $1.84 billion with a team of credentialed planners and strategists.