Angela Oneill has been Partner of New Horizon Financial Strategies since October 2019, is a control person of the firm and directly owns between 50% and 75% of it. Angela Oneill holds a Bachelor of Business Administration in Accounting from Georgia State University.
New Horizon Financial Strategies, LLC is an Ithaca, NY firm with $217M under management, 261 clients and 6 advisers in one office, as of its March 2026 filing.
Angela O'Neill is Partner of New Horizon Financial Strategies, a member of the Strebel Planning Group, based in Ithaca, New York. She started her career as a corporate accountant in Atlanta, GA, joined a major wire house in 1997 and began practicing as a financial advisor in 1998. She joined New Horizon Financial Strategies in 2006 and became a partner in the firm in 2019.
- – present · 5 yearsIthaca, NY · Adviser representative · Firm CRD 125729
Professional designations
Listed by New Horizon Financial Strategies
- CERTIFIED FINANCIAL PLANNER™, CFP®
- Certification for Long-Term Care
Investment adviser representative registrations
Angela Oneill is registered as an investment adviser representative in New York, since April 2021.
- New YorkSince 14 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 12 March 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 January 1998 |
| Series 7 | General Securities Representative Examination | 6 January 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Angela Marie Oneill
- CRD
- 2969167
- Firm
- New Horizon Financial Strategies · CRD 125729
- Role
- Partner
- Office
- 944 DRYDEN ROAD, Ithaca, NY 14850
- Registration
- Investment adviser registration
- In the industry since
- November 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strebelcpa.com
Where does Angela Oneill work?
Angela Oneill has been Partner of New Horizon Financial Strategies, LLC since October 2019, and is a control person of the firm.
Is Angela Oneill a financial advisor?
Yes. Angela Oneill has a current investment-adviser registration in New York, through New Horizon Financial Strategies since April 2021.
How many years of experience does Angela Oneill have?
Angela Oneill has 26 years in the financial industry, since November 1999, across 1 adviser firm.
What exams has Angela Oneill passed?
Angela Oneill has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in January 1998. FINRA credited Angela Oneill with the SIE, which began in October 2018.
Where is Angela Oneill based?
Angela Oneill’s registered office is in Ithaca, NY.
Is Angela Oneill registered with FINRA?
No. Angela Oneill has no current broker registration.
Is Angela Oneill a CFP?
New Horizon Financial Strategies lists Angela Oneill with the CFP credential (“CERTIFIED FINANCIAL PLANNER™, CFP®”) on its website. CFP Board confirms certification status.
How can I verify Angela Oneill’s record?
Search CRD 2969167 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Angela Oneill’s full registration record.
