| 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
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1539948 | 377 OAK STREET/STE 403, GARDEN CITY, NY, 11530 | 377 OAK STREET/STE 403, GARDEN CITY, NY, 11530 | 516-222-0021 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2024-10-28 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-28
| Form type | N-PX |
| File number | 028-15136 |
| Filing date | 2024-08-28 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-08-01
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2024-08-01 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-23
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2024-04-23 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-30
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2024-01-30 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-11-07
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2023-11-07 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-25
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2023-07-25 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-07-25
| Form type | 13F-HR/A |
| File number | 028-15136 |
| Filing date | 2023-07-25 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-04-25
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2023-04-25 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-26
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2023-01-26 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-24
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2022-10-24 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-15
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2022-08-15 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-29
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2022-04-29 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-31
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2022-01-31 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-21
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2021-10-21 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-07-19
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2021-07-19 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-04-27
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2021-04-27 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-05
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2021-02-05 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-11-03
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2020-11-03 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-08-03
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2020-08-03 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-05-08
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2020-05-08 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-02-12
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2020-02-12 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-11-01
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2019-11-01 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-07-31
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2019-07-31 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-05-02
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2019-05-02 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-02-11
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2019-02-11 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-11-07
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2018-11-07 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-08-07
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2018-08-07 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-05-14
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2018-05-14 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-02-09
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2018-02-09 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-11-02
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2017-11-02 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-08-02
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2017-08-02 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-05-09
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2017-05-09 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-02-08
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2017-02-08 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-11-04
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2016-11-04 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-08-01
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2016-08-01 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2016-05-05
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2016-05-05 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2016-02-09
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2016-02-09 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-11-04
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2015-11-04 |
| Reporting date | 2015-09-30 |
| File | View File |
Filings since 2015-08-14
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2015-08-14 |
| Reporting date | 2015-06-30 |
| File | View File |
Filings since 2015-05-15
| Form type | 13F-HR/A |
| File number | 028-15136 |
| Filing date | 2015-05-15 |
| Reporting date | 2015-03-31 |
| File | View File |
Filings since 2015-05-13
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2015-05-13 |
| Reporting date | 2015-03-31 |
| File | View File |
Filings since 2015-02-17
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2015-02-17 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-11-03
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2014-11-03 |
| Reporting date | 2014-09-30 |
| File | View File |
Filings since 2014-09-05
| Form type | 13F-HR/A |
| File number | 028-15136 |
| Filing date | 2014-09-05 |
| Reporting date | 2014-06-30 |
| File | View File |
Filings since 2014-08-14
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2014-08-14 |
| Reporting date | 2014-06-30 |
| File | View File |
Filings since 2014-05-13
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2014-05-13 |
| Reporting date | 2014-03-31 |
| File | View File |
Filings since 2014-01-27
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2014-01-27 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2013-11-08
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2013-11-08 |
| Reporting date | 2013-09-30 |
| File | View File |
Filings since 2013-08-07
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2013-08-07 |
| Reporting date | 2013-06-30 |
| File | View File |
Filings since 2013-04-24
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2013-04-24 |
| Reporting date | 2013-03-31 |
| File | View File |
Filings since 2013-02-07
| Form type | 13F-HR |
| File number | 028-15136 |
| Filing date | 2013-02-07 |
| Reporting date | 2012-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UNITED ASSET STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | 2013 | 113104524 | 2014-07-15 | UNITED ASSET STRATEGIES, INC. | 18 | |||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2014-07-15 |
| Name of individual signing | LEE DELORENZO |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2010-01-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 5162220021 |
| Plan sponsor’s address | 666 OLD COUNTRY ROAD, GARDEN CITY, NY, 115302013 |
Signature of
| Role | Plan administrator |
| Date | 2013-07-17 |
| Name of individual signing | MUHAMMAD P. SOOMRO, QPA, ERPA |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2010-01-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 5162220021 |
| Plan sponsor’s address | 666 OLD COUNTRY ROAD, GARDEN CITY, NY, 115302013 |
Plan administrator’s name and address
| Administrator’s EIN | 113104524 |
| Plan administrator’s name | UNITED ASSET STRATEGIES, INC. |
| Plan administrator’s address | 666 OLD COUNTRY ROAD, GARDEN CITY, NY, 115302013 |
| Administrator’s telephone number | 5162220021 |
Signature of
| Role | Plan administrator |
| Date | 2012-08-02 |
| Name of individual signing | LEE DELORENZO |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2010-01-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 5162220021 |
| Plan sponsor’s address | 666 OLD COUNTRY ROAD, GARDEN CITY, NY, 11153 |
Plan administrator’s name and address
| Administrator’s EIN | 113104524 |
| Plan administrator’s name | UNITED ASSET STRATEGIES, INC. |
| Plan administrator’s address | 666 OLD COUNTRY ROAD, GARDEN CITY, NY, 11153 |
| Administrator’s telephone number | 5162220021 |
Signature of
| Role | Plan administrator |
| Date | 2011-07-22 |
| Name of individual signing | LEE DELORENZO |
| Name | Role | Address |
|---|---|---|
| MATTHEW DELORENZO | Chief Executive Officer | 377 OAK STREET, SUITE 403, GARDEN CITY, NY, United States, 11530 |
| Name | Role | Address |
|---|---|---|
| c/o the corporation | DOS Process Agent | 377 OAK STREET, SUITE 403, GARDEN CITY, NY, United States, 11530 |
| 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: Service of Process) |
| 2020-04-02 | 2025-02-20 | Address | 377 OAK STREET, SUITE 403, GARDEN CITY, NY, 11530, USA (Type of address: Chief Executive Officer) |
| 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, SUITE 104, GARDEN CITY, NY, 11530, USA (Type of address: Service of Process) |
| 2020-02-27 | 2020-04-02 | Address | 377 OAK STREET, SUITE 403, GARDEN CITY, NY, 11530, USA (Type of address: Chief Executive Officer) |
| 2018-05-11 | 2020-02-27 | Address | 666 OLD COUNTRY ROAD, SUITE 104, GARDEN CITY, NY, 11530, USA (Type of address: Chief Executive Officer) |
| 2018-05-11 | 2020-02-27 | Address | 666 OLD COUNTRY ROAD, SUITE 104, GARDEN CITY, NY, 11530, USA (Type of address: Principal Executive Office) |
| 2016-12-05 | 2020-02-27 | Address | 666 OLD COUNTRY ROAD, SUITE 104, GARDEN CITY, NY, 11530, USA (Type of address: Service of Process) |
| 2016-12-05 | 2025-02-19 | Shares | Share type: NO PAR VALUE, Number of shares: 400, Par value: 0 |
| 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 |
| 161205000387 | 2016-12-05 | CERTIFICATE OF AMENDMENT | 2016-12-05 |
| 930713002515 | 1993-07-13 | BIENNIAL STATEMENT | 1993-04-01 |
| 920407000291 | 1992-04-07 | CERTIFICATE OF INCORPORATION | 1992-04-07 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 5227247200 | 2020-04-27 | 0235 | PPP | 377 OAK ST Suite 403, GARDEN CITY, NY, 11530-6542 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 15 Mar 2025
Sources: New York Secretary of State
