Paul Strehle (CRD# 5186878) is an Investment Advisor Representative working at Usa Mutuals Advisors, Inc. in Wayland, MA and has over 10 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Compass Distributors, LLC | Wayland, MA | Nov 2020 - Current | 3 |
Usa Mutuals | Dallas, TX | Sep 2020 - Current | 3 |
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 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2013 |
S63 | Uniform Securities State Law Examination | Jul 2014 |
- TX
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Total Assets Under Management104MILLIONS
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Total Number of Accounts2ACCOUNTS
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Average Account Value$52,109,571
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
TX
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