Marisa Nicole Smith
Investment adviser representative at United Asset Strategies Inc.
11 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
11 years in the industry.
- United Asset Strategies, Inc.Jan 2019 to now
- UnemployedNov 2018 to Jan 2019
- Agency AccessJan 2018 to Oct 2018
- UnemployedAug 2017 to Dec 2017
- Developmental Disabilities InstituteMar 2017 to Jul 2017
- Real Content Media GroupJun 2015 to Apr 2017
Exams passed
No exams in this record.
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
- 7406098
- Firm CRD
- 107434