Carlo Nicholas Crescenzo
Investment adviser representative at United Asset Strategies Inc.
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- United Asset Strategies, Inc.Jun 2019 to now
- UnemployedMay 2018 to Jun 2019
- ST. John's UniversitySep 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 7404450
- Firm CRD
- 107434