Paul Strehle, financial advisor Dallas TX

Paul Strehle

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Paul C. Strehle
Phone Number: 214-953-0066
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    185
    MILLIONS
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $92,500,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

TX

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