MR
Michael Riccardi
from United Asset Strategies Inc.
Michael Riccardi is a financial advisor based in New York, Garden City,
with 32 years of experience. Michael currently works for
United Asset Strategies Inc..
Michael maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Michael Riccardi works at United Asset Strategies Inc.
United Asset Strategies Inc. is a financial advisory firm based in Garden City, New York. It currently has approximately $1,206,300,000 of assets under management and employs about 30 people. United Asset Strategies Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
377 Oak Street, Suite 403, Garden City, New York, 11530
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