Paul StrehleCRD Number: 5186878
Current Firm: Usa Mutuals Advisors, Inc.
Paul Strehle (CRD# 5186878) is an Investment Advisor Representative working at Usa Mutuals Advisors, Inc. in Dallas, TX and has over 7 years of experience in the finance industry.
Hedgefield Wealth Management LLC
Cravens Brothers Private Wealth Management LLC
Patton Fund Management, Inc.
|Compass Distributors, LLC||Wayland, MA||Nov 2020 - Current||< 1|
|Usa Mutuals||Dallas, TX||Sep 2020 - Current||< 1|
|Fort Point Capital Partners||San Francisco, CA||Nov 2017 - Sep 2020||2|
|Gordian Investments, LLC||San Francisco, CA||Apr 2017 - Nov 2018||1|
|Lakeside North Capital Advisors, LLC||San Rafael, CA||Aug 2015 - Jun 2018||2|
|Cypress Point Capital Management, LLC||San Francisco, CA||Jul 2017 - Dec 2017||< 1|
|Unemployed||Wayland, MA||May 2015 - Aug 2015||< 1|
|Carlyle Gms Investment Management LLC||New York, NY||Apr 2014 - May 2015||1|
|Foreside Fund Services, LLC||New York, NY||Jun 2014 - Apr 2015||< 1|
|Loge Solutions||Boston, MA||May 2013 - Apr 2014||< 1|
|Deltix, Inc.||Natick, MA||Jun 2012 - Apr 2013||< 1|
|Realtime Systems, Inc.||Chicago, IL||Nov 2006 - May 2012||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2013|
|S63||Uniform Securities State Law Examination||Jul 2014|
Total Assets Under Management185MILLIONS
Total Number of Accounts2ACCOUNTS
Average Account Value$92,500,000
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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