Angela Oneill (CRD# 2969167) is an Investment Advisor Representative working at New Horizon Financial Strategies, LLC in Ithaca, NY and has over 26 years of experience in the finance industry. Angela Oneill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4176455
Morgan Stanley
CRD# 4403569
Moors & Cabot, Inc.
CRD# 5929634
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| New Horizon Financial Strategies, LLC | Ithaca, NY | Oct 2019 - Current | 4 |
| New Horizon Financial Strategies | Ithaca, NY | Sep 2006 - Oct 2019 | 13 |
| Comprehensive Asset Management & Servicing, Inc. | Parsippany, NJ | Jun 2011 - Jun 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1998 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1998 |
- NY
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Total Assets Under Management145MILLIONS
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Total Number of Accounts770ACCOUNTS
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Average Account Value$188,835
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
NY, TX
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