Erin Albiez Gibbons

Employer firm

United Asset Strategies Inc. CRD 107434

$2.22B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → Present
  United Asset Strategies, Inc.
  Garden City, NY

Previous Registrations

• 2011-05-05 → 2013-09-25
  Stifel, Nicolaus & Company, Incorporated
  Hauppauge, NY
• 2000-11-01 → 2011-05-13
  Charles Schwab & Co., Inc.
  Smithtown, NY
  Lake Grove, NY

Other Businesses

(1) UNITED FINANCIAL GROUP, LTD., INVESTMENT RELATED; 377 OAK STREET, SUITE 403, GARDEN CITY, NEW YORK 11530; INSURANCE AGENT; 09/20/2013; TEN HOURS PER MONTH; TEN HOURS PER MONTH DURING SECURITIES TRADING HOURS; (2) DOMINICAN VILLAGE, NON-INVESTMENT RELATED; 565 ALBANY AVENUE, AMITYVILLE, NEW YORK 11701; NOT-FOR-PROFIT INDEPENDENT AND ASSISTED LIVING FACILITY; MEMBER OF THE BOARD OF DIRECTORS; 10/2014; FOUR HOURS PER MONTH; NO HOURS DURING SECURITIES TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-12
• S63 Uniform Securities Agent State Law Examination
  1998-04-16

Designations

• Certified Financial Planner