United Asset Strategies Inc.

Michael Riccardi is a financial advisor with United Asset Strategies Inc. in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at United Asset Strategies since 2009 and previously spent seven years with Pinnacle Associates, Ltd. Outside of his advisory role, Riccardi is a managing member and one-third owner of EME Asset Management, LLC, and a principal and one-third owner of 360 Family Office Advisor, LLC, which provides consulting for small privately held companies. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning to a range of clients including individuals, trusts, and corporations. The firm manages over $2.2 billion in assets and employs a diversified, tailored investment approach combining strategic asset allocation, a four-part equity construct, and active fixed-income management with advanced implementation techniques.

Candy Batista is a financial advisor at United Asset Strategies Inc. with eight years of industry experience, including roles at Marsh & McLennan and the Westbury School District. She holds professional credentials and has been with her current firm since 2018. United Asset Strategies Inc. manages over $2 billion in assets, providing discretionary investment management, retirement-plan consulting, and financial planning to a diverse client base ranging from individuals to corporations. The firm utilizes a diversified, tailored investment approach that includes strategic asset allocation and active fixed-income management, supported by specialized execution strategies.

Thomas Healy III is a financial advisor with United Asset Strategies Inc. in Garden City, NY, holding five years of industry experience. He has been with United Asset Strategies since 2015. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to individuals, trusts, charitable organizations, corporations, and other entities. The firm manages approximately $2.258 billion in client assets and employs a diversified investment approach combining strategic asset allocation, a four-part equity construct, and active fixed-income management.

Jiorden Sanchez is a CFA® charterholder with 13 years of industry experience. He has worked at United Asset Strategies Inc. since 2020 and was previously employed at Goldman Sachs from 2014 to 2018. United Asset Strategies Inc. provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to a range of clients including individuals, trusts, and corporations. The firm manages over $2 billion in assets and employs a diversified investment approach combining strategic asset allocation, a four-part equity construct, and active fixed-income management.

Matthew Delorenzo is a financial advisor with United Asset Strategies Inc. in Garden City, NY. He holds a Series 63 designation and has five years of industry experience. Delorenzo has been with United Asset Strategies since 2008, contributing to the firm’s team of 25 advisors. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning to a diverse clientele including individuals, trusts, charitable organizations, and corporations. The firm manages over $2 billion in assets and employs a diversified investment approach combining strategic asset allocation with active fixed-income management.

Michael Riccardi is a financial advisor at United Asset Strategies Inc. in Garden City, NY. He holds the CFP® designation and Series 63 license, with 7 years of industry experience. He has been with United Asset Strategies since 2010. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services. The firm serves a broad client base including individuals, trusts, estates, and charitable organizations, managing approximately $2.258 billion in assets with an investment approach focused on diversification, tailored portfolios, 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 & Corporate Benefit, and TD Ameritrade. United Asset Strategies Inc. offers discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to individuals, trusts, charitable organizations, corporations, and other entities. The firm manages over $2 billion in client assets and employs a diversified, tailored investment approach combining strategic asset allocation, active equity and fixed-income management, and utilization of brokerage and prime services.

Robin Bischoff is a financial advisor at United Asset Strategies Inc. with five years of industry experience. She has been with United Asset Strategies since 2011, contributing to the team for 15 years in total. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, as well as estate and financial planning services to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm manages over $2.25 billion in assets, with an investment approach that emphasizes diversification, tailored portfolios, and active fixed-income management.

Shane Miller is a financial advisor with United Asset Strategies Inc. in Garden City, NY, holding Series 63 and Series 65 registrations. He has 25 years of industry experience, including prior roles at TD Ameritrade Investment Management, TD Ameritrade, Chase Investment Services Corp., and BNY Mellon Securities Corporation. United Asset Strategies Inc. provides discretionary investment management, retirement-plan consulting, estate and financial planning to a diverse client base that includes individuals, trusts, charitable organizations, and corporations. The firm emphasizes diversification and tailored portfolios, utilizing strategic asset allocation alongside active fixed-income management and a multi-part equity strategy.

Jason Ambrosini is a Series 65-licensed financial advisor with United Asset Strategies, Inc., where he has worked since 2019. He has four years of industry experience, including prior roles at Bookkeeper 360 and Stony Brook University. United Asset Strategies, Inc. provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning to individuals, trusts, charitable organizations, and business entities. The firm manages approximately $2.3 billion in assets and employs a diversified investment approach combining strategic asset allocation, a multi-part equity structure, and active fixed-income management.

Erin Gibbons is a CFP®-certified financial advisor with 20 years of industry experience. She has worked at United Asset Strategies, Inc. since 2013 and previously at Stifel and Charles Schwab. Gibbons serves on the board of directors for Dominican Village, a nonprofit assisted living facility. United Asset Strategies, Inc. offers discretionary investment management, retirement-plan and pension consulting, and financial planning to individuals, trusts, charitable organizations, and businesses. The firm manages over $2 billion in assets and employs a diversified investment approach combining strategic asset allocation with active fixed-income management.

Tameka White is a financial advisor at United Asset Strategies Inc. with five years of industry experience. She has been with United Asset Strategies, Inc. since 2004, where she works as part of a 25-advisor team based in Garden City, NY. United Asset Strategies Inc. provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning to a diverse client base including individuals, trusts, and corporations. The firm manages over $2 billion in assets and employs a diversified investment approach combining strategic asset allocation with actively managed equity and fixed-income portfolios.

Robert Murphy Jr. is a CFP® professional with 32 years of industry experience, currently serving at United Asset Strategies Inc. since 2022. His prior experience includes over two decades at TD Ameritrade and a period as a self-employed advisor. United Asset Strategies Inc. is a team-based firm managing approximately $2.258 billion in assets, providing discretionary investment management, retirement-plan consulting, and comprehensive financial planning to a diverse client base that includes individuals, trusts, and corporations. The firm utilizes a diversified investment approach combining strategic asset allocation with active management across equity and fixed-income portfolios.

Marianne Hocknell is a financial advisor at United Asset Strategies Inc. with five years of industry experience. She holds a Series 63 designation and works within a team of 25 advisors based in Garden City, NY. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to individuals and institutional clients. The firm manages over $2 billion in assets and employs a diversified investment approach combining strategic asset allocation with active fixed-income management.

Keith Douglas is a financial advisor with United Asset Strategies Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Convera, Lantern Investments, and Foundation Source. United Asset Strategies Inc. offers discretionary investment management, retirement-plan and pension consulting, as well as estate and financial planning to a broad client base including individuals, trusts, charitable organizations, and corporations. The firm manages over $2 billion in assets, employing a diversified investment approach with strategic asset allocation, a four-part equity construct, and active fixed-income management.