Michael Abate
Investment adviser representative at United Asset Strategies Inc.
14 yearsExperience
2 statesRegistered in
$2.2BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- United Asset Strategies, Inc.May 2024 to now
- Pensionmark Financial GroupJan 2023 to May 2024
- Pensionmark Securities, LLCJan 2023 to May 2024
- Apw Capital, Inc.Oct 2020 to Jan 2023
- Eisneramper Wealth Management & Corporate BenefitSep 2020 to Jan 2023
- TD AmeritradeApr 2020 to Sep 2020
- Pensionmark Financial Group, LLCJan 2019 to Apr 2020
- Capital One Sharebuilder, Inc.Oct 2012 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
United Asset Strategies Inc.
$2.2BAssets managed
1,673Clients
25Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2315733
- Firm CRD
- 107434