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UNITED ASSET STRATEGIES, INC. MARCH 2022 FORM CRS RELATIONSHIP SUMMARY Introduction United Asset Strategies, Inc. is registered with the Securities and Exchange Commission as an investment advisor.

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Individuals or entities who are required to disclose certain information to clients or prospective clients, such as investment advisers, broker-dealers, and other financial professionals, may need to use form CRS 03022022.

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What is form crs 03022022?

Form CRS 03022022 is a form required by the Securities and Exchange Commission (SEC) for investment advisers to provide retail investors with a brief summary of the relationship and services offered.

Who is required to file form crs 03022022?

Registered investment advisers who offer services to retail investors are required to file form crs 03022022.

How to fill out form crs 03022022?

Form CRS 03022022 can be filled out online through the SEC's IARD system by providing information about the investment adviser's services, fees, conflicts of interest, and disciplinary history.

What is the purpose of form crs 03022022?

The purpose of form crs 03022022 is to provide retail investors with important information about the services, fees, and potential conflicts of interest of an investment adviser in an easily understandable format.

What information must be reported on form crs 03022022?

Form CRS 03022022 must include information about the adviser's services, fees, conflicts of interest, and disciplinary history, as well as how to contact the adviser.

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