United Asset Strategies Inc.

Michael Riccardi is a financial advisor at United Asset Strategies Inc. with 17 years at the firm and 11 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Riccardi is a managing member and part-owner of EME Asset Management, LLC, which oversees a real estate company, and he is also a principal and part-owner of 360 Family Office Advisor, LLC, a consulting business for small privately held companies. United Asset Strategies provides discretionary investment management, retirement-plan consulting, and estate and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets through a team-based advisory model that emphasizes diversified, tailored portfolios and active risk management.

Candy Batista is a financial advisor at United Asset Strategies Inc. with eight years at the firm and a total of four years in the industry. Her prior experience includes roles at Marsh & McLennan and the Westbury School District. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans through a team-based advisory model. The firm manages approximately $2.22 billion in client assets and employs diversified, tailored portfolios with a range of risk management and trading strategies.

Thomas Healy III is a financial advisor at United Asset Strategies Inc. with 11 years at the firm and four years of industry experience. The firm provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. United Asset Strategies manages approximately $2.22 billion in client assets and operates through a team-based advisory model emphasizing diversified, tailored portfolios and active risk management strategies.

Jiorden Sanchez is a CFA® charterholder with 13 years of industry experience. He has worked at Goldman Sachs for four years before joining United Asset Strategies Inc. in 2020, where he is part of a team of 25 advisors. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets and employs a team-based advisory model with an investment approach that includes diversified, tailored portfolios and active fixed-income management.

Matthew Delorenzo is a financial advisor with United Asset Strategies Inc., holding a Series 63 designation and four years of industry experience. He has been with United Asset Strategies since 2008. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets and employs a team-based advisory model with diversified, tailored portfolios that include active fixed-income management and options strategies.

Michael Riccardi is a CFP® with seven years of industry experience and has been with United Asset Strategies Inc. for 16 years. He holds a Series 63 license and operates out of Garden City, NY. Outside of his advisory role, Riccardi is involved in insurance sales through United Financial Group, Ltd. United Asset Strategies Inc. manages approximately $2.22 billion in client assets, offering discretionary investment management, retirement-plan consulting, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored plans. The firm employs a team-based advisory model and emphasizes diversified, tailored portfolios utilizing various investment strategies including options and active fixed-income management.

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, TD Ameritrade, and Capital One Sharebuilder. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets using a team-based advisory model and employs diversified, tailored portfolios with active management techniques including options and fixed-income strategies.

Robin Bischoff is a financial advisor at United Asset Strategies Inc. with four years of industry experience. She has been with United Asset Strategies since 2011, totaling 15 years at the firm. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets and uses a team-based advisory model that emphasizes diversified, tailored portfolios and active risk management strategies.

Shane Miller is a financial advisor with United Asset Strategies Inc. in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at TD Ameritrade Investment Management, Inc. and TD Ameritrade, Inc., with a combined tenure of 17 years before joining his current firm in 2021. United Asset Strategies provides discretionary investment management and retirement-plan consulting services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets using a team-based advisory model and emphasizes diversified, tailored portfolios with active fixed-income management and risk management techniques including options and margin strategies.

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 that, he was employed at Bookkeeper 360 and Stony Brook University. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets and employs a team-based advisory model that emphasizes diversified, tailored portfolios with active fixed-income management and the use of options and margin transactions.

Erin Gibbons is a CFP® 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 at Dominican Village, a nonprofit assisted living facility. United Asset Strategies provides discretionary investment management, retirement-plan consulting, and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a team-based advisory model focused on diversified, tailored portfolios and active risk management strategies.

Tameka White is a financial advisor at United Asset Strategies Inc. with four years of industry experience. She has been with United Asset Strategies since 2004. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets and utilizes a team-based advisory model focused on diversified, tailored portfolios that include a range of asset classes and active risk management techniques.

Robert Murphy Jr. is a CFP® professional with 32 years of experience in the financial industry. He has worked at United Asset Strategies Inc. since 2022 and previously spent over two decades at TD Ameritrade. His credentials also include Series 63 and Series 65 licenses. United Asset Strategies Inc. provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets through a team-based advisory model that emphasizes diversified, tailored portfolios and active risk management strategies.

Marianne Hocknell is a financial advisor at United Asset Strategies Inc. with four years of industry experience. She holds the Series 63 designation. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets and employs a team-based advisory model with a focus on diversified, tailored portfolios and active risk management techniques.

Keith Douglas is a financial advisor at United Asset Strategies Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Lantern Investments, Convera, and Peak Alliance. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets and utilizes a team-based advisory model with diversified, tailored portfolios and active fixed-income management.