Michael Victor Riccardi

President at United Asset Strategies, Inc.

62 year

Finance

Consumer Services

Profile

Mr. Michael V.
Riccardi is a President at United Asset Strategies, Inc. His financial services career, now spanning over 29 years, includes public finance investment banking to local governments, municipal bond underwriting and trading, institutional bond sales to mutual fund managers, and establishing arbitrage hedging strategies for institutional bond trading desks.
His knowledge and experience with fixed income and keen sense of business development assists the clients with goal-setting and portfolio-building to ensure that proper asset allocation and a proper investment plan is adopted.
He was employed as a Vice President by Pinnacle Associates Ltd.
and an Institutional Sales Manager by David Lerner Associates, Inc. Mr. Riccardi received his Bachelor of Science in Economics from US Military Academy.

Michael Victor Riccardi active positions

Companies	Position	Start
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.	President	2021-12-31

All active positions of Michael Victor Riccardi

Former positions of Michael Victor Riccardi

Companies	Position	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	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

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Training of Michael Victor Riccardi

US Military Academy

Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

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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

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