Kevin Tarnovski (CRD# 6736564) is an Investment Advisor Representative working at New Horizon Financial Strategies, LLC in Ithaca, NY and has 1 year of experience in the finance industry.
CRD# 4349306
Lpl Financial LLC
CRD# 4176455
Morgan Stanley
CRD# 5929634
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| New Horizon Financial Strategies, LLC | Ithaca, NY | Oct 2016 - Current | 7 |
| Bloomberg LP | Skillman, NJ | May 2013 - Oct 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- NY
-
Total Assets Under Management145MILLIONS
-
Total Number of Accounts770ACCOUNTS
-
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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