Inactive

Candy Elinthia Batista

United Asset Strategies Inc.

Garden City, NY

CRD 3125725

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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:

Current Employers

United Asset Strategies Inc.

377 Oak Street Suite 403, Garden City, NY 11530 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-07-27

NY RA
APPROVED

Since 2021-07-27

Branch Locations

377 Oak Street Suite 403, Garden City, NY 11530 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
United Asset Strategies, Inc.	Garden City	NY	02/2018	Present
Westbury School District	Westbury	NY	10/2017	01/2018
Marsh & Mclennan	New York	NY	07/2015	10/2017

02/2018 → Present

United Asset Strategies, Inc.

Garden City, NY
10/2017 → 01/2018

Westbury School District

Westbury, NY
07/2015 → 10/2017

Marsh & Mclennan

New York, NY

Other Names

Candy Elirthia Batista
Candy Elinthia Gonell
Candy Gonell

View on SEC IAPD

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