Amanda
Sebesta

United Asset Strategies Inc

CRD#7405382
Investment Advisor
in Garden City, NY

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About this Advisor

Amanda Sebesta is a financial advisor based in Garden City, New York, working with United Asset Strategies Inc. Amanda has previously held positions at United Asset Strategies, Inc, Joe Aguirre Agency, Grooming On Broadway, Hofstra University, Dsw, Southdown Marketplace, Mcnally Family Chiropractic And Wellness Center, and Northport High School. Amanda has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Amanda 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

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

377 Oak Street Suite 403
Garden City, NY 11530

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United Asset Strategies Inc Brokerage Details

Total Assets Under Management

$1,586,200,000

NY Average: $7,464,549,021
Total Number of Employees

32

NY Average: 88
Total Number of Accounts

3,812

NY Average: 3,892
Average Account Size

$416,107

NY Average: $1,917,921

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

Amanda Sebesta Work History

2021 - Present (3 years)

United Asset Strategies, Inc

2020 - 2021 (1 year)

Joe Aguirre Agency

2015 - 2020 (5 years)

Grooming On Broadway

2015 - 2019 (4 years)

Hofstra University

2015 - 2016 (1 year)

Dsw

2013 - 2015 (2 years)

Southdown Marketplace

2013 - 2015 (2 years)

Mcnally Family Chiropractic And Wellness Center

2011 - 2015 (4 years)

Northport High School

Disclosures

Please visit the SEC profile of Amanda Sebesta 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

Jiorden Sanchez
Garden City, NY
Cynthia Somer
Garden City, NY
Andy Selfors
Garden City, NY
Candy Batista
Garden City, NY
Carlo Crescenzo
Garden City, NY
Allison Sajkoski
Garden City, NY
Erin Gibbons
Garden City, NY
Jason Ambrosini
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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