Chief Compliance Officer · New Horizon Financial Strategies, LLC
Kevin P. Tarnovski
CRD 6736564 · Named on Form ADV at one SEC-registered adviser
At a glance
New Horizon Financial Strategies, LLC, an SEC-registered wealth manager based in Ithaca, NY with $217 million in regulatory assets, lists Kevin P. Tarnovski on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- New Horizon Financial Strategies, LLCChief Compliance OfficerWealth manager · Ithaca, NY · $217M in regulatory assets
AtlasMembers
Kevin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Angela M. OneillPartner, New Horizon Financial Strategies, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.