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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: UNITED ASSET STRATEGIES INC.CRD Number: 107434OtherThanAnnual Amendment
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United Asset Strategies Inc. is a financial services firm that provides investment management and advisory services to clients.
Individuals and entities that are subject to regulatory filing requirements concerning their investment strategies or performance may be required to file with United Asset Strategies Inc.
To fill out United Asset Strategies Inc. forms, you should provide accurate financial information, investment details, and any required disclosures as specified in the filing instructions.
The purpose of United Asset Strategies Inc. is to help clients manage their investments effectively and provide tailored financial advice.
The information that must be reported generally includes earnings, asset allocations, investment performance, and any changes in investment strategies.
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