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Amanda Ellen Sebesta

United Asset Strategies Inc.

Garden City, NY

CRD 7405382

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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
NJ RA APPROVED 2026-01-15
NY RA APPROVED 2021-11-12
  • NJ RA
    APPROVED
    Since 2026-01-15
  • NY RA
    APPROVED
    Since 2021-11-12

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 06/2021 Present
Joe Aguirre Agency Smithtown NY 04/2020 05/2021
Grooming On Broadway Greenlawn NY 05/2015 05/2020
Hofstra University Hempstead NY 09/2015 05/2019
Dsw Huntington NY 11/2015 11/2016
  • 06/2021 → Present
    United Asset Strategies, Inc.
    Garden City, NY
  • 04/2020 → 05/2021
    Joe Aguirre Agency
    Smithtown, NY
  • 05/2015 → 05/2020
    Grooming On Broadway
    Greenlawn, NY
  • 09/2015 → 05/2019
    Hofstra University
    Hempstead, NY
  • 11/2015 → 11/2016
    Dsw
    Huntington, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-12
  • S65 Uniform Investment Adviser Law Examination
    2021-11-12

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARKADIOS WEALTH ADVISORS
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

More in Garden City, NY

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