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Jiorden Sanchez

United Asset Strategies Inc.

Garden City, NY

CRD 5692933

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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 2021-07-06
  • NY RA
    APPROVED
    Since 2021-07-06

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
Goldman Sachs New York NY 04/2014 07/2018
United Asset Strategies, Inc. Garden City NY 05/2020 Present
Unemployed Stony Brook NY 07/2018 05/2020
  • 04/2014 → 07/2018
    Goldman Sachs
    New York, NY
  • 05/2020 → Present
    United Asset Strategies, Inc.
    Garden City, NY
  • 07/2018 → 05/2020
    Unemployed
    Stony Brook, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-09-24
  • S63 Uniform Securities Agent State Law Examination
    2009-09-24
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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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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