Richard Michael Sajkoski

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

• 02/2011 → Present
  United Asset Strategies, Inc.
  Garden City, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Huntington, NY

Other Businesses

(1) UNITED FINANCIAL GROUP, LTD.; INVESTMENT RELATED; 377 OAK STREET, SUITE 403, GARDEN CITY, NEW YORK 11530; INSURANCE SALES; INSURANCE AGENT; START DATE 02/2011; EIGHT HOURS PER MONTH; EIGHT HOURS PER MONTH DURING SECURITIES TRADING HOURS; (2) AMERICAN PORTFOLIO FINANCIAL SERVICES, INC.; INVESTMENT RELATED; 775 PARK AVENUE, SUITE 235, HUNTINGTON, NEW YORK 11743; FINANCIAL SERVICES; REGISTERED REPRESENTATIVE; START DATE 01/2014; SEVEN HOURS PER MONTH; SEVEN HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-07-16

Other Names

• Sach