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Paul Alexander Strebel

New Horizon Financial Strategies, LLC

Ithaca, NY

CRD 1331833

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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:

Current Employers
New Horizon Financial Strategies, Llc

944 Dryden Road, Ithaca, NY 14850 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-14
  • NY RA
    APPROVED
    Since 2021-04-14

Branch Locations

944 Dryden Road, Ithaca, NY 14850 • 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
Strebel & Strebel, Cpas Ithaca NY 01/1986 Present
Self Employed Hempstead NY 08/1986 Present
New Horizon Financial Strategies, Llc Ithaca NY 02/1996 Present
Cornell University Ithaca NY 06/2003 Present
Paul A. Strebel, Cpa Pc Ithaca NY 12/1995 Present
  • 01/1986 → Present
    Strebel & Strebel, Cpas
    Ithaca, NY
  • 08/1986 → Present
    Self Employed
    Hempstead, NY
  • 02/1996 → Present
    Ithaca, NY
  • 06/2003 → Present
    Cornell University
    Ithaca, NY
  • 12/1995 → Present
    Paul A. Strebel, Cpa Pc
    Ithaca, NY
Other Businesses

1.Name: Ultimate Results Address: 944 Dryden Road, Ithaca, NY 14850 Nature of Business: Business Coaching Position: Partner Start of Relationship: 2004 Hours per month: 1 hour Hours during Securities Hours: 1 hour per month Duties: Coach 2.Name: Mipalee LLC Address: 944 Dryden Road, Ithaca, NY 14850 Nature of Business: Memorial Jewelry Position: Owner Start of Relationship: 2010 Hours per month: 1 hour Hours during Securities Hours: None Duties: CFO

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-05-23
  • S63 Uniform Securities Agent State Law Examination
    1985-05-23
Designations
  • Certified Financial Planner

View on SEC IAPD

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