Allison Marie Sajkoski
Investment adviser representative at United Asset Strategies Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.2BFirm assets
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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
13 years in the industry.
- United Asset Strategies, Inc.Jul 2022 to now
- Kpmg, LLPSep 2021 to Jul 2022
- Kpmg, LLPJul 2020 to Aug 2020
- NawrockismithMay 2019 to Aug 2019
- Hofstra UniversityAug 2018 to May 2022
- United Asset Strategies, Inc.Jun 2018 to Sep 2021
- Bookkeeper360Dec 2017 to May 2018
- Arizona State UniversityAug 2017 to May 2018
- Seek ArizonaAug 2017 to May 2018
- Marriott Residence InnJun 2015 to May 2018
- Plainedge High SchoolAug 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7603234
- Firm CRD
- 107434