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UNITED ASSET STRATEGIES, INC.

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Company Details

Name: UNITED ASSET STRATEGIES, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 07 Apr 1992 (33 years ago)
Entity Number: 1626839
ZIP code: 11530
County: Nassau
Place of Formation: New York
Address: 377 OAK STREET, SUITE 403, GARDEN CITY, NY, United States, 11530

Shares Details

Shares issued 400

Share Par Value 0

Type NO PAR VALUE

Chief Executive Officer

Name Role Address
MATTHEW DELORENZO Chief Executive Officer 377 OAK STREET, SUITE 403, GARDEN CITY, NY, United States, 11530

DOS Process Agent

Name Role Address
c/o the corporation DOS Process Agent 377 OAK STREET, SUITE 403, GARDEN CITY, NY, United States, 11530

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001539948
Phone:
516-222-0021

Latest Filings

Form type:
13F-HR
File number:
028-15136
Filing date:
2025-05-14
File:
Form type:
13F-HR
File number:
028-15136
Filing date:
2025-01-22
File:
Form type:
13F-HR
File number:
028-15136
Filing date:
2024-10-28
File:
Form type:
N-PX
File number:
028-15136
Filing date:
2024-08-28
File:
Form type:
13F-HR
File number:
028-15136
Filing date:
2024-08-01
File:

Form 5500 Series

Employer Identification Number (EIN):
113104524
Plan Year:
2013
Number Of Participants:
18
Sponsors Telephone Number:
Plan Year:
2012
Number Of Participants:
14
Sponsors Telephone Number:
Plan Year:
2011
Number Of Participants:
14
Sponsors Telephone Number:
Plan Year:
2010
Number Of Participants:
13
Sponsors Telephone Number:

History

Start date End date Type Value
2025-02-20 2025-02-20 Address 377 OAK STREET, SUITE 403, GARDEN CITY, NY, 11530, USA (Type of address: Chief Executive Officer)
2020-04-02 2025-02-20 Address 377 OAK STREET, SUITE 403, GARDEN CITY, NY, 11530, USA (Type of address: Chief Executive Officer)
2020-04-02 2025-02-20 Address 377 OAK STREET, SUITE 403, GARDEN CITY, NY, 11530, USA (Type of address: Service of Process)
2020-02-27 2020-04-02 Address 377 OAK STREET, SUITE 403, SUITE 104, GARDEN CITY, NY, 11530, USA (Type of address: Principal Executive Office)
2020-02-27 2020-04-02 Address 377 OAK STREET, SUITE 403, GARDEN CITY, NY, 11530, USA (Type of address: Chief Executive Officer)

Filings

Filing Number Date Filed Type Effective Date
250220000678 2025-02-19 RESTATED CERTIFICATE 2025-02-19
220406001164 2022-04-06 BIENNIAL STATEMENT 2022-04-01
200402060479 2020-04-02 BIENNIAL STATEMENT 2020-04-01
200227060081 2020-02-27 BIENNIAL STATEMENT 2018-04-01
180511002006 2018-05-11 BIENNIAL STATEMENT 2018-04-01

USAspending Awards / Financial Assistance

Date:
2020-04-27
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
380400.00
Total Face Value Of Loan:
380400.00

Trademarks Section

Serial Number:
87490218
Mark:
VALUE PLUS
Status:
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
Mark Type:
SERVICE MARK
Application Filing Date:
2017-06-15
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
VALUE PLUS

Goods And Services

For:
Financial planning
First Use:
2016-12-31
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
86651466
Mark:
PLANNING FOR THE POSSIBILITIES
Status:
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
Mark Type:
SERVICE MARK
Application Filing Date:
2015-06-04
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
PLANNING FOR THE POSSIBILITIES

Goods And Services

For:
Financial planning
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
86567632
Mark:
MOMENTUM PLUS
Status:
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
Mark Type:
SERVICE MARK
Application Filing Date:
2015-03-18
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
MOMENTUM PLUS

Goods And Services

For:
Financial planning, namely, creating personalized investment strategies to achieve financial independence
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
77340114
Mark:
PLANNING FOR A LIFETIME
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2007-11-29
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
PLANNING FOR A LIFETIME

Goods And Services

For:
Financial planning
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
99032341
Mark:
RETIRERIGHT 401(K) POOLED EMPLOYER PLAN
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
TRADEMARK
Application Filing Date:
2025-02-07
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
RETIRERIGHT 401(K) POOLED EMPLOYER PLAN

Paycheck Protection Program

Date Approved:
2020-04-27
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
380400
Current Approval Amount:
380400
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
382823.65

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Date of last update: 15 Mar 2025

Sources: New York Secretary of State