Angela Marie Oneill
Investment adviser representative at New Horizon Financial Strategies, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$217.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- New Horizon Financial Strategies, LLCSep 2006 to now
- Comprehensive Asset Management & Servicing, Inc.Jun 2011 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (NY).
New Horizon Financial Strategies, LLC
$217.2MAssets managed
261Clients
3Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2969167
- Firm CRD
- 125729