Allison
Sajkoski
United Asset Strategies Inc
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About this Advisor
Allison Sajkoski is a financial advisor based in Garden City, New York, working with United Asset Strategies Inc. Allison has previously held positions at United Asset Strategies, Inc, Kpmg, Llp, Nawrockismith, Bookkeeper360, Hofstra University, Seek Arizona, Arizona State University, Marriott Residence Inn, and Plainedge High School. Allison has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Allison is part of United Asset Strategies Inc, which operates out of Garden City, New York. The firm has 32 employees and manages assets totaling $1.6 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at United Asset Strategies Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Asset Strategies Inc Brokerage Details
$1,586,200,000
32
3,812
$416,107
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Allison Sajkoski Work History
United Asset Strategies, Inc
Kpmg, Llp
Kpmg, Llp
Nawrockismith
United Asset Strategies, Inc
Hofstra University
Bookkeeper360
Seek Arizona
Arizona State University
Marriott Residence Inn
Plainedge High School
Disclosures
Please visit the SEC profile of Allison Sajkoski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at United Asset Strategies Inc
Garden City, NY
Garden City, NY
Garden City, NY
Garden City, NY
Garden City, NY
Garden City, NY
Garden City, NY
Garden City, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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