Lee DeLorenzo
Directeur Général chez United Asset Strategies, Inc.
Postes actifs de Lee DeLorenzo
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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. | Directeur Général | 01/03/1992 | - |
| Fondateur | 01/03/1992 | - | |
| Membre du Comité d'Investissement | 01/03/1992 | - | |
| Gestionnaire de Portefeuille-Actions | 01/03/1992 | - | |
| Portfolio Manager-Fixed Income | 01/03/1992 | - | |
| Directeur en chef des Investissements | 01/03/1992 | - | |
| President | 01/03/1992 | 01/01/2022 | |
United Wealth Planning LLC
 United Wealth Planning LLC Miscellaneous Commercial ServicesCommercial Services United Wealth Planning LLC provides financial and estate planning services. The firm's services include problem solving, family office services and cash flow management. The company was founded by Lee DeLorenzo and is headquartered in Hempstead, NY. | Fondateur | - | - |
| President | - | - |
Historique de carrière de Lee DeLorenzo
Statistiques
Internationale
| Etats-Unis | 3 |
Opérationnelle
| President | 2 |
| Founder | 2 |
| Chief Executive Officer | 1 |
Sectorielle
| Finance | 2 |
| Commercial Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
United Wealth Planning LLC
United Wealth Planning LLC Miscellaneous Commercial ServicesCommercial Services United Wealth Planning LLC provides financial and estate planning services. The firm's services include problem solving, family office services and cash flow management. The company was founded by Lee DeLorenzo and is headquartered in Hempstead, NY. | Commercial Services |
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