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.

Piton Investment Management, LP is an investment advisory firm specializing in fixed-income investment management services for institutions, investment advisors, and high net worth individuals. Established in July 2015, the firm is 96% owned by Piton Management LLC. Piton tailors its services to individual client needs and allows clients to impose investment restrictions. The firm manages approximately $871 million in Regulatory Assets Under Management as of December 31, 2024. For discretionary management and sub-advised accounts, fees generally range between 0% and 1.0% of assets under management, charged in arrears. Piton offers consulting services with fees ranging from 0 to 1%, negotiable based on the nature of services provided. The firm also provides sub-advisory services for specific funds, such as the SupplySci Specialty Finance Fund. Piton does not receive performance-based fees and offers its services to institutional, individual, and high net worth clients. The minimum account size is negotiable, with a general requirement of $250,000. The firm reviews client accounts regularly and does not have custody of client assets. Clients can grant discretionary authority to manage securities accounts, subject to a written agreement. Piton's investment strategies focus on fixed-income securities, with a risk management approach considering interest rate, market, credit, currency, liquidity, and counterparty risks. The firm does not vote proxies on behalf of clients but has established policies for issuer-related corporate actions. Piton does not have any financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings.

Flynn Zito Capital Management, LLC is a registered investment adviser based in Garden City, NY, established in 2010 by Douglas Flynn and Richard Zito. The firm specializes in providing investment advisory services with a focus on retirement planning. They offer services such as Comprehensive Wealth Management, Investment Management, Retirement Plan Consulting, and Advice Only Financial Planning & Consulting. The firm's investment strategies include long-term purchases, short-term purchases, trading, margin transactions, and option writing. Clients can expect a maximum annual fee of 1.75% for Comprehensive Wealth Management and 1.65% for Investment Management. The firm does not charge performance-based fees and does not accept proxy authority to vote client securities. Clients have the option to grant investment discretion to the firm. Flynn Zito Capital Management, LLC does not have custody of client funds or securities and does not provide financial information in the brochure. The firm operates under a Code of Ethics and acts as a fiduciary, always prioritizing clients' best interests. For more information, visit www.FlynnZito.com or contact (516)746-9000.

La Ferla Group LLC is a Registered Investment Adviser based in Garden City, NY. The firm was established in May 2015 and is led by Managing Principals Joseph A. La Ferla, Jr., John G. Macri, Thomas D. Cordovano, Regis R. Dillon, Michael Ciabattoni, and Sean P. Callaghan. The firm specializes in wealth management and financial planning services. The advisors at La Ferla Group hold various professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Financial Analyst (CFA®), and Certified Investment Management Analyst (CIMA®). La Ferla Group requires a minimum initial investment amount, which is not disclosed in the brochure. The firm operates on a fee-based compensation structure and does not receive additional compensation from third parties for providing investment advisory services. The advisors at La Ferla Group act as fiduciaries, meaning they are obligated to act in the best interests of their clients. Clients have the option to grant the advisors investment discretion, allowing them to make investment decisions on behalf of the clients based on their financial goals and risk tolerance. The firm's investment philosophy is centered around providing personalized financial advice tailored to each client's unique circumstances. La Ferla Group emphasizes transparency, ethical conduct, and professional excellence in the global investment industry. Clients can access additional information about the firm's advisors on the SEC's website.

Wilmington Capital Securities, LLC is a Garden City-based financial advisory firm established in 2010, offering investment advisory services through various platforms. The firm provides discretionary and non-discretionary investment services, financial planning, and custom portfolio management. Their investment strategy focuses on tactical allocation to reduce risk and enhance performance, utilizing various securities including mutual funds and options. Clients can expect tailored services based on individual needs, with fees ranging from 0.5% to 2.0% of assets under management. Additionally, hourly and fixed fee structures are available for financial planning services. The firm does not charge performance-based fees and does not hold client funds, instead utilizing Schwab, RBC, or IB as custodians. Clients have the option to grant investment discretion to WCS, allowing for trade execution within specified guidelines. WCS does not vote on client securities and does not engage in proxy voting. The firm maintains a Code of Ethics to ensure ethical conduct and compliance with regulations. WCS has disclosed past disciplinary events and financial assistance received during the COVID-19 pandemic. As of the latest disclosure, WCS manages assets totaling $258,250,437.00 across approximately 279 client accounts.

Brixton Capital Wealth Advisors, LLC is an SEC Registered Investment Adviser based in Garden City, New York, established in July 2017. The firm specializes in offering discretionary portfolio management services tailored to meet individual client needs and investment objectives. Clients can grant discretionary authority to manage and trade in their accounts, allowing the firm to formulate investment strategies on their behalf. BCWA also provides non-discretionary portfolio management services, where clients must approve transactions before execution. The firm may use sub-advisers to manage portions of client accounts on a discretionary basis. BCWA offers financial planning and consulting services, developing written plans to help clients achieve their financial goals. The firm advises on various types of investments, including equity securities, mutual fund shares, and real estate investment trusts. The minimum initial investment to open and maintain an advisory account is generally $100,000, but this requirement can be waived in certain cases. BCWA charges an annual fee for portfolio management services, typically ranging from 0.50% to 1.75% of total assets under management. Clients can pay fees separately or have them deducted from their accounts. The firm does not accept performance-based fees or participate in side-by-side management. Clients receive trade confirmations and statements directly from the custodian holding their accounts. BCWA does not exercise custody over client funds or securities and does not vote proxies on behalf of clients. The firm does not receive compensation for client referrals and does not engage in directed brokerage practices. Clients are encouraged to review the firm's privacy policy, trade errors policy, and considerations for IRA rollovers.

Meadowbrook Wealth Management, LLC is a Registered Investment Adviser based in Garden City, New York, founded in 1999. The firm offers tailored investment advice and portfolio management services in four categories: aggressive growth, growth, balanced, and fixed income. Meadowbrook provides discretionary and non-discretionary investment advisory services to individuals, small businesses, and trusts through managed account programs. The firm charges asset management fees ranging from 0.5% to 2.5% annually, based on the amount of assets under management and portfolio type. Clients may choose to have fees deducted from their accounts or be billed directly. Meadowbrook does not charge performance-based fees or engage in side-by-side management. The minimum account size varies based on the portfolio objective, starting at $50,000 for aggressive growth and $100,000 for other objectives. The firm's investment strategies include asset allocation, dollar-cost averaging, technical analysis, and long-term and short-term purchases. Meadowbrook has not had any reportable disciplinary events in the past ten years and does not compensate for client referrals. Clients' funds and securities are held with an independent qualified custodian, and the firm has discretion over client investments with written client limitations accepted. Meadowbrook will vote client securities in the best interest of the client upon request.

Pursino Advisory Group LLC is a registered investment advisor established in 2012 and located in Garden City, NY. The firm specializes in providing wealth management services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities. Pursino Advisory Group acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards clients, aiming to mitigate potential conflicts of interest. The firm offers discretionary and non-discretionary management of investment portfolios, constructing portfolios primarily with low-cost, diversified mutual funds and exchange-traded funds (ETFs). Additionally, individual stocks, bonds, or alternative investment strategies may be utilized to meet client needs. The investment approach is long-term focused, with the flexibility to buy, sell, or reallocate positions as needed. Pursino Advisory Group charges wealth management fees of up to 2.50% annually based on assets under management, with fees paid monthly in advance. The firm does not charge performance-based fees and does not engage in soft dollar programs. Clients generally have a minimum relationship size of $100,000, with an annual fee of $2,000, subject to negotiation. The firm does not accept or maintain custody of client funds and assets, except for authorized fee deductions. Clients have the opportunity to place reasonable restrictions on their investments, subject to the advisor's acceptance. Philip Pursino, the founder and Chief Compliance Officer, has a background in financial planning and is a licensed insurance professional. The firm encourages clients to review its Code of Ethics, which outlines its commitment to clients' best interests and addresses potential conflicts of interest. Clients are advised to perform due diligence on any advisor or service provider before partnering with them.