AdvisorOS Directory
Claim Profile
AO

Angela Marie Oneill

NEW HORIZON FINANCIAL STRATEGIES, LLC·ITHACA, New York
Unclaimed Profile
944 DRYDEN ROAD, ITHACA, NY 14850CRD# 2969167Firm CRD# 125729
01

About

Angela Marie Oneill is a registered financial advisor based in ITHACA, New York, affiliated with NEW HORIZON FINANCIAL STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NEW HORIZON FINANCIAL STRATEGIES, LLC
NEW HORIZON FINANCIAL STRATEGIES, LLC
AUM
$145M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at NEW HORIZON FINANCIAL STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2969167
Firm CRD# 125729
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ITHACA?

Browse all registered financial advisors in ITHACA, New York or claim this profile if it's yours.

Browse ITHACA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Angela Marie Oneill offer?
Angela Marie Oneill specializes in Financial Planning, Investment Management. Contact their office in ITHACA, New York for a consultation.
What are Angela Marie Oneill's credentials?
Angela Marie Oneill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Angela Marie Oneill located?
Angela Marie Oneill is based in ITHACA, New York, working with NEW HORIZON FINANCIAL STRATEGIES, LLC. Their office serves clients in the ITHACA metropolitan area and surrounding communities.
How does Angela Marie Oneill charge for services?
Angela Marie Oneill's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW HORIZON FINANCIAL STRATEGIES, LLC?
NEW HORIZON FINANCIAL STRATEGIES, LLC has approximately 7 employees and manages $145M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ITHACA
Dennis George Merryfield — MERRYFIELD BARNES, LLCCharles Whitney Barnes — MERRYFIELD BARNES, LLCEzra Cornell — CORNELL POCHILY INVESTMENT ADVISORS, INC.Robert Thomas Pochily — CORNELL POCHILY INVESTMENT ADVISORS, INC.Susan Devitt Mccormick — FINGERLAKES WEALTH MANAGEMENT, INC.
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile