MR
Matthew Ryan Delorenzo
CRD 5021432
Firms
| Firm | Role | As of |
|---|---|---|
| United Asset Strategies Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
United Asset Strategies Inc.
Chief Investment Officer And Shareholder · 25% – 50% · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗