Lee DeLorenzo
Director Ejecutivo en United Asset Strategies, Inc. .
Cargos activos de Lee DeLorenzo
| Empresas | Cargo | Inicio | 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. | Director Ejecutivo | 01/03/1992 | - |
| Fundador | 01/03/1992 | - | |
| Miembro del Comité de Inversión | 01/03/1992 | - | |
| Gestor de Cartera-Acciones | 01/03/1992 | - | |
| Portfolio Manager-Fixed Income | 01/03/1992 | - | |
| Director de Inversiones | 01/03/1992 | - | |
| Presidente | 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. | Fundador | - | - |
| Presidente | - | - |
Historial de carrera de Lee DeLorenzo
Estadísticas
Internacional
| Estados Unidos | 3 |
Operativa
| President | 2 |
| Founder | 2 |
| Chief Executive Officer | 1 |
Sectorial
| Finance | 2 |
| Commercial Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 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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