Guy Riccardi
Portfolio Manager-Equities at United Asset Strategies, Inc.
Profile
Mr. Michael G.
Riccardi is a Senior Financial Planner at United Asset Strategies, Inc. He has experience with fixed income, equity trading, and client service support, which allows him to aid the clients in meeting their financial goals and needs.
His responsibilities include helping clients to set proper investment targets and building portfolios.
Mr. Riccardi received his BA in Economics from Drew University in 2009.
Guy Riccardi active positions
| Companies | Position | Start |
|---|---|---|
United Asset Strategies, Inc.
 United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. | Portfolio Manager-Equities | 01/09/2009 |
Training of Guy Riccardi
| Drew University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
United Asset Strategies, Inc.
United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. | Finance |
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