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Kevin Peter Tarnovski

NEW HORIZON FINANCIAL STRATEGIES, LLC·ITHACA, New York
Series 65Clean record4 years registeredNEW HORIZON FINANCIAL STRATEGIES, LLC
944 DRYDEN ROAD, ITHACA, NY 14850CRD# 6736564Firm CRD# 125729

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Peter Tarnovski · ITHACA, NY
Registration
CRD #6736564 · NEW HORIZON FINANCIAL STRATEGIES, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 21, 2022
Years registered · 4
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
Introduction

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05

Frequently Asked Questions

What services does Kevin Peter Tarnovski offer?
Kevin Peter Tarnovski specializes in Financial Planning, Investment Management. Contact their office in ITHACA, New York for a consultation.
What are Kevin Peter Tarnovski's credentials?
Kevin Peter Tarnovski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Peter Tarnovski located?
Kevin Peter Tarnovski 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 Kevin Peter Tarnovski charge for services?
Kevin Peter Tarnovski'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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