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Kevin Peter Tarnovski

New Horizon Financial Strategies, LLC

Ithaca, NY

CRD 6736564

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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
TX RA APPROVED_RES 2025-01-03
NY RA APPROVED 2022-07-21
  • TX RA
    APPROVED_RES
    Since 2025-01-03
  • NY RA
    APPROVED
    Since 2022-07-21

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
New Horizon Financial Strategies, Llc Ithaca NY 10/2016 Present
Bloomberg L.P. Skillman NJ 05/2013 10/2016
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-21
  • S65 Uniform Investment Adviser Law Examination
    2022-07-21

View on SEC IAPD

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Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · ITHACA, NY
CORNELL POCHILY INVESTMENT ADVISORS, INC. · ITHACA, NY
LPL FINANCIAL LLC · ITHACA, NY

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