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M Guy Riccardi
Portfolio Manager at United Asset Strategies, Inc.
About
M. Guy Riccardi is the Senior Vice President of Financial Planning at United Asset Strategies, Inc., based in Huntington Station, NY. He joined United Asset in 2009 and has progressively advanced from Trading and Sales Assistant to Portfolio Manager, and now serves in a senior leadership financial planning role, where he helps clients establish investment targets and build tailored portfolios that align with their financial objectives.
Riccardi's expertise spans fixed income, equity trading, and client service support, giving him a comprehensive perspective on asset allocation and investment strategy. He collaborates with clients to develop portfolio solutions across a broad array of asset classes including equities and fixed income instruments, while also integrating financial planning with insurance considerations.
He holds a Bachelor of Arts in Economics from Drew University and is a CERTIFIED FINANCIAL PLANNER™ professional, maintaining life, health, and variable insurance licenses. Riccardi is recognized for his hands-on approach to portfolio construction and financial planning, supporting individuals and families as they work toward their long-term wealth management and retirement goals.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| United Asset Strategies, Inc. | Portfolio Manager | Apr 2013 to Present | We work hard to make your assets grow, even harder to preserve them. We advance active investment management to another level with our disciplined sell and buy strategies, always putting our clients f... |
| United Asset Strategies, Inc. | Trading and Sales Assistant | Sep 2009 to Apr 2013 | — |
| United Financial Group, Ltd | Associate | Mar 2010 to Present | We offer individual and group insurance solutions to trusts, corporations and their families. We are fiercely independent, always putting our clients first as we thoughtfully design customized product... |
| United Retirement Consultants, Inc. | Associate | Mar 2010 to Present | We are known for our accuracy and friendly client service, while offering customized employee and employer benefit solutions. We have expertise in 401k, defined benefit, profit sharing and non-qualifi... |
Education
Drew University
Bachelor of Arts (B.A.), Economics
2005 — 2009
Others at United Asset Strategies, Inc. (3)
| Name | Role | Location |
|---|---|---|
 | Chief Portfolio Strategist | Garden City, NY , United States |
 | Portfolio Manager | New York, NY , United States |
W Wei Lee | Portfolio Manager | New York, NY , United States |
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