Angela Marie Oneill

Employer firm

New Horizon Financial Strategies, LLC CRD 125729

$217M regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2006 → 10/2019
  New Horizon Financial Strategies
  Ithaca, NY
• 06/2011 → 06/2019
  Comprehensive Asset Management & Servicing, Inc.
  Parsippany, NJ
• 10/2019 → Present
  New Horizon Financial Strategies, Llc
  Ithaca, NY

Other Businesses

1-Randolph O'Neill Vineyard; Ovid, NY; Service Description: Winery-wine production and sales; Start Date: 10/01/2015; Title: Spouse of the owner of the winery. I have no title but will be helping him with the bookkeeping; Duties: Bookkeeping; Time Spent: None of my working time is involved, only my personal time after hours. 2-New Horizon Financial Strategies; Ithaca, NY; No Service Description; Start Date: 09/01/2006; Title: Financial Planner; Duties: Prepare financial plans for clients, analyze asset allocation, recommend investments, evaluate current insurance; Time spent: 80%. 3-SAL, Inc.; Ithaca, NY; No Service Description; Start Date: 09/01/2006; Title: Financial Planner; Duties: Financial planning, asset allocation review, insurance review; Time spent: 15%. 4-Angela O'Neill; Ithaca, NY; Service Description: Insurance; Start Date: 09/01/2006; Title: Financial Advisor; Duties: Life, long-term care, disability insurance sales; Time Spent: 5%.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-12
• S63 Uniform Securities Agent State Law Examination
  1998-01-15

Designations

• Certified Financial Planner

Other Names

• Angela Marie Randolph
• Angela Marie Randolph