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Paul Conde Strehle

Usa Mutuals Advisors, Inc.

Concord, MA

Wayland, MA

CRD 5186878

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Employer firm

Usa Mutuals Advisors, Inc. CRD 131750

$73.7M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (investment companies)

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

Current Employers
Usa Mutuals Advisors, Inc.

300 Baker Ave Suite 300, Concord, MA 01742 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-02
TX RA APPROVED_RES 2020-09-23
  • MA RA
    APPROVED
    Since 2026-04-02
  • TX RA
    APPROVED_RES
    Since 2020-09-23

Branch Locations

300 Baker Ave Suite 300, Concord, MA 01742 • United States

Wayland, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lakeside North Capital Advisors, Llc San Rafael CA 08/2015 06/2018
Gordian Investments, Llc. San Francisco CA 04/2017 11/2018
Cypress Point Capital Management, Llc San Francisco CA 07/2017 12/2017
Fort Point Capital Partners San Francisco CA 11/2017 09/2020
Usa Mutuals Dallas TX 09/2020 Present
Compass Distributors, Llc Wayland MA 11/2020 11/2021
  • 08/2015 → 06/2018
    Lakeside North Capital Advisors, Llc
    San Rafael, CA
  • 04/2017 → 11/2018
    Gordian Investments, Llc.
    San Francisco, CA
  • 07/2017 → 12/2017
    Cypress Point Capital Management, Llc
    San Francisco, CA
  • 11/2017 → 09/2020
    Fort Point Capital Partners
    San Francisco, CA
  • 09/2020 → Present
    Usa Mutuals
    Dallas, TX
  • 11/2020 → 11/2021
    Compass Distributors, Llc
    Wayland, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-07-21
S65 Uniform Investment Adviser Law Examination 2013-05-09
  • S63 Uniform Securities Agent State Law Examination
    2014-07-21
  • S65 Uniform Investment Adviser Law Examination
    2013-05-09
Other Names
  • Paul Strehle

View on SEC IAPD

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