SEC Form ADV

UNITED ASSET STRATEGIES INC.

Registered Investment AdviserNY
$2.1B
Assets Under Management
4,208
Total Clients
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Registration Details

Accession
CRD-107434
Location
GARDEN CITY, NY
Filing Date
March 30, 2026
AUM
$2.1B
Total Clients
4,208
Amendment
No

About this Adviser

UNITED ASSET STRATEGIES INC. is a registered investment adviser headquartered in GARDEN CITY, NY, managing approximately $2.1B in assets across 4,208 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.