Lee DeLorenzo
Algemeen Directeur bij United Asset Strategies, Inc.
Profiel
Lee DeLorenzo was the founder of United Asset Strategies, Inc. where she held the title of President from 1992 to 2022.
Ms. DeLorenzo is also the founder of United Wealth Planning LLC.
Actieve functies van Lee DeLorenzo
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Algemeen Directeur | 01-03-1992 |
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. | Oprichter | - |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
