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Allison Marie Sajkoski

United Asset Strategies Inc.

Garden City, NY

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Current Employers
United Asset Strategies Inc.

377 Oak Street Suite 403, Garden City, NY 11530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-04-20
  • NY RA
    APPROVED
    Since 2023-04-20

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 07/2022 Present
Kpmg, Llp Melville NY 09/2021 07/2022
United Asset Strategies, Inc. Garden City NY 06/2018 09/2021
Kpmg, Llp Melville NY 07/2020 08/2020
Nawrockismith Melville NY 05/2019 08/2019
Bookkeeper360 Woodbury NY 12/2017 05/2018
Hofstra University Hempstead NY 08/2018 05/2022
Seek Arizona Phoenix AZ 08/2017 05/2018
Arizona State University Tempe AZ 08/2017 05/2018
Marriott Residence Inn Plainview NY 06/2015 05/2018
Plainedge High School North Massapequa NY 08/2013 06/2017
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-20
  • S65 Uniform Investment Adviser Law Examination
    2023-04-20
Designations
Other Names
  • Ally Sajkoski

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARKADIOS WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC
BRIXTON CAPITAL WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
LESLIE MARIE GIORDANO

Other Investors

TIMOTHY J TASSO
DAWN MARIE EGGERS
DAVID BRIAN CARPENTIER
Alexander Oliner
JULIA BATTAGLIA
Sei il im
ELLEN M CHAN
Jesse M Silver

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
ARKADIOS WEALTH ADVISORS · Garden City, NY
CETERA INVESTMENT ADVISERS LLC · Garden City, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
CETERA INVESTMENT ADVISERS LLC · GARDEN CITY, NY
BRIXTON CAPITAL WEALTH ADVISORS, LLC · GARDEN CITY, NY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Garden City, NY
OSAIC WEALTH, INC. · GARDEN CITY, NY

More in Garden City, NY

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