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350 Motor Parkway Suite 205, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-27 |
| NJ | RA | APPROVED | 2026-05-27 |
| NY | RA | APPROVED | 2023-04-11 |
Branch Locations
350 Motor Parkway Suite 205, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sasserath & Zoraian, Llp | East Northport | NY | 11/1995 | 07/2021 |
| Shelter Rock Management, Llc | Jericho | NY | 02/2014 | Present |
| Sasserath & Company | Ronkonkoma | NY | 07/2021 | Present |
| Strata Financial | Ronkonkoma | NY | 01/2024 | Present |
Alan R Sasserath CPA PC, owner, CPA firm, 4175 Veterans Memorial Highway, Ronkonkoma, New York, 11779. Not investment related, 175 hours per month.Strata Financial, LLC, Managing Member, provides high net-worth planning and advisory services. 1-5 hours per month. 4175 Veterans Memorial Highway, Ronkonkoma, New York, 11779. Investment relatedS&C 4175 Partners, LLC, Managing Member, real estate investment holding company. 0 hours per month. 4175 Veterans Memorial Highway, Ronkonkoma, New York, 11779. Not investment related. 4175 Vets Partners, Member, real estate holding company. 0 hours. 4175 Veterans Memorial Highway, Ronkonkoma, New York, 11779. Strata Equities 4175 Veterans Memorial Highway, Ronkonkoma, New York, 11779, Investment related, as needed. Strata Insurance, 4175 Veterans Memorial Highway, Ronkonkoma, New York, 11779 1-5 hours per month Strata Holdings LLC, 4175 Veterans Memorial Highway, Ronkonkoma, New York, 11779, makes private and public stock investments, 6 hours per month.Strata Royal Pets, 4175 Veterans Memorial Highway, Ronkonkoma, New York, 11779, Owns Pet Stores, not investment related, 1 hour per month.Strata Coverage LLC, 4175 Veterans Memorial Highway, Ronkonkoma, New York, 11779, Insurance, not investment related, 2 hours per month.Strata Broadway Mall LLC, part owner Broadway Mall Hicksville, New York, not investment related, 1 hour per month.Strata Mineola Bridge LLC, 4175 Veterans Memorial Highway, Ronkonkoma, New York, 11779, Investment in a Real estate development project on investment related, 1 hour per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-06-04 |
| S65 | Uniform Investment Adviser Law Examination | 2007-01-22 |
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