DL
Delorenzo, Lee
CRD 1287449
Firms
No current firm registrations on file.
Ownership stakes
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United Asset Strategies Inc.
Founder, Shareholder, And Chairperson Of The Board Of Directors · 5% – 10% · Jul 2024
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United Asset Strategies Inc.
Trustee · GP / trustee / elected manager · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗