Allison Marie 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

• 07/2022 → Present
  United Asset Strategies, Inc.
  Garden City, NY
• 09/2021 → 07/2022
  Kpmg, Llp
  Melville, NY
• 06/2018 → 09/2021
  United Asset Strategies, Inc.
  Garden City, NY
• 07/2020 → 08/2020
  Kpmg, Llp
  Melville, NY
• 05/2019 → 08/2019
  Nawrockismith
  Melville, NY
• 12/2017 → 05/2018
  Bookkeeper360
  Woodbury, NY
• 08/2018 → 05/2022
  Hofstra University
  Hempstead, NY
• 08/2017 → 05/2018
  Seek Arizona
  Phoenix, AZ
• 08/2017 → 05/2018
  Arizona State University
  Tempe, AZ
• 06/2015 → 05/2018
  Marriott Residence Inn
  Plainview, NY
• 08/2013 → 06/2017
  Plainedge High School
  North Massapequa, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-20

Designations

• Certified Financial Planner

Other Names

• Ally Sajkoski