Paul Strebel (CRD# 1331833) is an Investment Advisor Representative working at New Horizon Financial Strategies, LLC in Ithaca, NY and has over 38 years of experience in the finance industry. Paul Strebel 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# 4349306
Lpl Financial LLC
CRD# 4176455
Morgan Stanley
CRD# 5929634
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornell University | Ithaca, NY | Jun 2003 - Current | 20 |
| New Horizon Financial Strategies, LLC | Ithaca, NY | Feb 1996 - Current | 28 |
| Paul A. Strebel, Cpa Pc | Ithaca, NY | Dec 1995 - Current | 28 |
| Self Employed | Hempstead, NY | Aug 1986 - Current | 37 |
| Strebel & Strebel, Cpas | Ithaca, NY | Jan 1986 - Current | 38 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1985 |
- NY
- TX
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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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