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Jason Michael Ambrosini

United Asset Strategies Inc.

Garden City, NY

CRD 7403828

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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

AuthorityCategoryStatusDate
NY RA APPROVED 2021-12-20
  • NY RA
    APPROVED
    Since 2021-12-20

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
OrganizationCityStateFromTo
United Asset Strategies, Inc. Garden City NY 11/2019 Present
Bookkeeper 360 Woodbury NY 05/2018 09/2019
Stony Brook University Stony Brook NY 09/2016 05/2018
  • 11/2019 → Present
    United Asset Strategies, Inc.
    Garden City, NY
  • 05/2018 → 09/2019
    Bookkeeper 360
    Woodbury, NY
  • 09/2016 → 05/2018
    Stony Brook University
    Stony Brook, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-20
  • S65 Uniform Investment Adviser Law Examination
    2021-12-20

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC

Nearby Investors

TIMOTHY J TASSO
DAWN MARIE EGGERS
DAVID BRIAN CARPENTIER

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
ARKADIOS WEALTH ADVISORS · Garden City, NY
CETERA INVESTMENT ADVISERS LLC · Garden City, NY

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