Bethpage, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$20,608,973,322
ClientsTotal clients
24,837
AdvisorsAdvisors at this office
3
Of 164 advisors across 73 offices
Location
24 Union Avenue
Bethpage NY 11714
Advisors at this office
3
Advisors at this office
James P
CFP®, CFA®, Series 65, Series 63
Bethpage, NY
United Capital Financial Advisors
James Piangozza is a CFP® and CFA® with 28 years of experience in financial advisory. He is currently with United Capital Financial Advisors and has prior experience at firms including Goldman Sachs and Total Financial Advisors. He is also licensed as an insurance agent for life, health, and annuity products. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions, technology platforms for independent advisors, and operates affiliated legal and trust entities.
Zainur R
Series 65, Series 63
Bethpage, NY
United Capital Financial Advisors
Zainur Rahman is a financial advisor at United Capital Financial Advisors with six years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at firms including JP Morgan Chase Bank, JP Morgan Securities LLC, Morgan Stanley, and Lion Street Financial. Rahman is also a registered representative and independent contractor of Integrity Alliance, LLC. United Capital Financial Advisors provides national financial planning and discretionary investment management to a broad range of clients, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customizable investment solutions supported by a diverse affiliate network and a technology platform that serves other independent advisors.
Patricia V
Series 63, Series 65
Bethpage, NY
United Capital Financial Advisors
Patricia Vitale is a financial advisor with United Capital Financial Advisors in Bethpage, NY. She holds Series 63 and Series 65 licenses and has 12 years of industry experience, including prior roles at Total Financial Advisors LLC and Total Financial Systems Inc. She is also a notary public, primarily for client-related documents. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized solutions including ESG and faith-based preferences, supported by proprietary technology and a range of affiliated services.
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