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Angela Marie Oneill

NEW HORIZON FINANCIAL STRATEGIES, LLC·ITHACA, New York
SIE, Series 7, Series 63, Series 65CFPClean record5 years registeredNEW HORIZON FINANCIAL STRATEGIES, LLC
944 DRYDEN ROAD, ITHACA, NY 14850CRD# 2969167Firm CRD# 125729

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Angela Marie Oneill · ITHACA, NY
Registration
CRD #2969167 · NEW HORIZON FINANCIAL STRATEGIES, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

NEW HORIZON FINANCIAL STRATEGIES, LLC
Apr 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · April 14, 2021
Years registered · 5
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NEW HORIZON FINANCIAL STRATEGIES, LLC
CRD 125729 · SEC 801-118348
AUM
$145M
Regulatory assets under management
Employees
7
770 client accounts
Services offered by NEW HORIZON FINANCIAL STRATEGIES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NEW HORIZON FINANCIAL STRATEGIES, LLC →
Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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.
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Other Advisors at NEW HORIZON FINANCIAL STRATEGIES, LLC

Kevin Peter Tarnovski
ITHACA, NY
Paul Alexander Strebel
ITHACA, NY

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