Unclaimed Profile

Paul Conde Strehle

USA MUTUALS ADVISORS, INC.·DALLAS, Texas

SIE, Series 3, Series 7, Series 7TO, Series 30, Series 63, Series 65Clean record13 years registeredUSA MUTUALS ADVISORS, INC.

700 N. PEARL, DALLAS, TX 75201CRD# 5186878Firm CRD# 131750

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Conde Strehle · DALLAS, TX

Registration

CRD #5186878 · USA MUTUALS ADVISORS, INC. · 13 years registered

Brand Profile

Not yet started

Career History

USA MUTUALS ADVISORS, INC.

Sep 2020 – present

FORT POINT CAPITAL PARTNERS LLC

Dec 2017 – Sep 2020

WAYLAND, MA

CYPRESS POINT CAPITAL MANAGEMENT, LLC

Jul 2017 – Mar 2018

WAYLAND, MA

LAKESIDE NORTH CAPITAL ADVISORS, LLC

Aug 2015 – Jun 2018

WAYLAND, MA

LOGE SOLUTIONS, LLC

May 2013 – Jul 2014

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 7TO

Series 30

Series 63

Series 65

Registration record

First registered · May 14, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

USA MUTUALS ADVISORS, INC.

CRD 131750 · SEC 801-63216

AUM

$87M

Regulatory assets under management

Employees

2 client accounts

Services offered by USA MUTUALS ADVISORS, INC.

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at USA MUTUALS ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Paul Conde Strehle offer?

Paul Conde Strehle specializes in Investment Management, Fee-Only Advisory. Contact their office in DALLAS, Texas for a consultation.

What are Paul Conde Strehle's credentials?

Paul Conde Strehle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Conde Strehle located?

Paul Conde Strehle is based in DALLAS, Texas, working with USA MUTUALS ADVISORS, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Paul Conde Strehle charge for services?

Paul Conde Strehle's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is USA MUTUALS ADVISORS, INC.?

USA MUTUALS ADVISORS, INC. has approximately 4 employees and manages $87M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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