A complete list of active advisors currently associated with United Asset Strategies Inc.

Warmer can help you find a great advisor at United Asset Strategies Inc. or one who fits your needs even better.

United Asset Strategies, Inc. advises individuals (including both non‑high‑net‑worth and high‑net‑worth clients) as well as pension and profit‑sharing plans, trusts, estates, and other entities, providing discretionary money‑management, estate and financial planning, and employer‑sponsored retirement‑plan consulting along with participant Full Brokerage Services. The firm operates as a multi‑advisor team managing approximately $2.1 billion in client assets and offers ongoing portfolio management and planning services tailored to client objectives. The firm’s investment approach emphasizes diversification and customized discretionary portfolios, combining a multi‑component equity framework (core holdings, core ETFs, opportunistic/non‑core positions, and hedging) with active fixed‑income management and tactical trading. UAS also uses third‑party tools — including a Pontera platform for participant retirement accounts — and prime‑broker relationships and electronic trading to implement rebalancing, tax‑aware allocations, and fixed‑income sourcing across client accounts. A relatively uncommon feature disclosed in the brochure is the firm’s affiliation with a practicing attorney: the chief compliance officer maintains an active legal practice through a professional services corporation and serves as compliance officer for multiple advisors, an arrangement UAS discloses as not creating material conflicts. The brochure also highlights several senior staff with military backgrounds and pronounced in‑house trading and fixed‑income execution capabilities, which the firm cites as part of its operational and investment‑management profile.

To learn more about the advisors currently working at United Asset Strategies Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.