Thomas Edward Laviano
Analyst-Equity at United Asset Strategies, Inc.
Profile
Mr. Thomas E.
Laviano is an Equity Strategist at United Asset Strategies, Inc. He specializes in evaluating investments from a technical perspective in order to compliment the firm’s fundamental research.
His additional responsibilities include fixed income and equity trading, portfolio management, and investment research.
He began his career in financial services in 2004 as a registered representative, where he provided high net worth clients with portfolio management and financial planning services.
Mr. Laviano received his Bachelor of Science in Physical Education from State University of New York College at Cortland, a Master of Arts in Physical Education from Adelphi University and an MBA in Corporate Finance from Dowling College.
Thomas Edward Laviano 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. | Analyst-Equity | 01/08/2012 |
Former positions of Thomas Edward Laviano
| Companies | Position | End |
|---|---|---|
Charles Schwab Bank, SSB
 Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | Corporate Officer/Principal | 30/06/2010 |
Edward D. Jones & Co. LP (Investment Management)
 Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Corporate Officer/Principal | 31/03/2006 |
Training of Thomas Edward Laviano
| Adelphi University | Graduate Degree |
| Dowling College | Masters Business Admin |
| State University of New York College at Cortland | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Finance |
Charles Schwab Bank, SSB
Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | Finance |
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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