Jeanine
Kosakowski
United Asset Strategies Inc
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About this Advisor
Jeanine Kosakowski is a financial advisor who works in Garden City, New York who has 2 years of relevant experience. Kosakowski is on the advisory team at United Asset Strategies Inc. Throughout their career, they have worked at United Asset Strategies, Inc, Centris Group, Bellmore-Merrick Union Free School District, Oceanside Union Free School District and Macken Mortuary. Kosakowski can operate in New York. United Asset Strategies Inc is a registered investment firm operating out of Garden City, NY. It controls $1 billion in assets under management across its 3,656 accounts, placing it among the largest firms in the United States by assets under management. The firm advises five charitable organizations. Of its 3,656 customer accounts, 21% are associated with high-net-worth investors who have more than $1 million in assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management depend on which services the firm provides the client. Fee types charged by United Asset Strategies Inc most likely include any combination of asset-based, hourly and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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United Asset Strategies Inc Brokerage Details
$1,328,700,000
30
3,656
$363,430
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
Jeanine Kosakowski Work History
Jeanine has been registered as a financial advisor for 2 years.*
United Asset Strategies, Inc
Centris Group
Bellmore-Merrick Union Free School District
Oceanside Union Free School District
Macken Mortuary
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeanine Kosakowski 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 4/16/2023. 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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