Lee DeLorenzo
Algemeen Directeur bij United Asset Strategies, Inc.
Actieve functies van Lee DeLorenzo
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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 | - |
| Oprichter | 01-03-1992 | - | |
| Lid van de Investeringscommissie | 01-03-1992 | - | |
| Portefeuillebeheerder-Aandelen | 01-03-1992 | - | |
| Portfolio Manager-Fixed Income | 01-03-1992 | - | |
| Chief Investment Officer | 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. | Oprichter | - | - |
| President | - | - |
Loopbaan van Lee DeLorenzo
Statistieken
Internationaal
| Verenigde Staten | 3 |
Operationeel
| President | 2 |
| Founder | 2 |
| Chief Executive Officer | 1 |
Sectoraal
| Finance | 2 |
| Commercial Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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 |
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