Michael Victor Riccardi
President at United Asset Strategies, Inc.
Michael Victor Riccardi active positions
| Companies | Position | Start | End |
|---|---|---|---|
United Asset Strategies, Inc.
 United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. | Investment Committee Member | 2008-12-31 | - |
| Portfolio Manager-Fixed Income | 2008-12-31 | - | |
| President | 2021-12-31 | - |
Career history of Michael Victor Riccardi
Former positions of Michael Victor Riccardi
| Companies | Position | Start | End |
|---|---|---|---|
Pinnacle Associates Ltd.
 Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Portfolio Manager-Equities | 1999-09-30 | 2008-12-30 |
David Lerner Associates, Inc.
 David Lerner Associates, Inc. Investment Banks/BrokersFinance Founded in 1976, David Lerner Associates, Inc. is an SEC-registered broker-dealer located in Syosset, New York. | Corporate Officer/Principal | - | 1999-09-29 |
Training of Michael Victor Riccardi
| US Military Academy | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 1 |
| Corporate Officer/Principal | 1 |
| Investment Committee Member | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Pinnacle Associates Ltd.
Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Finance |
David Lerner Associates, Inc.
David Lerner Associates, Inc. Investment Banks/BrokersFinance Founded in 1976, David Lerner Associates, Inc. is an SEC-registered broker-dealer located in Syosset, New York. | Finance |
United Asset Strategies, Inc.
United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. | Finance |
