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Paul C. Strehle

USA MUTUALS ADVISORS
Wayland, MA
CRD#: 5186878
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PS
Paul Conde StrehleUSA MUTUALS ADVISORS

Professional summary

Paul Conde Strehle, who also goes by Paul Strehle, is a registered financial advisor currently at USA MUTUALS ADVISORS, INC. located in Wayland, Massachusetts.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Paul has worked at 9 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 3, Series 7 and Series 30 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Paul Strehle

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Conde Strehle's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 23, 2020 - Present

USA MUTUALS ADVISORS, INC.

Office #2: 300 Baker Ave Suite 300, Concord, MA 01742
RIA
CRD#: 131750
Wayland, MA
Past

December 1, 2020 - April 13, 2021

COMPASS DISTRIBUTORS, LLC

BD
CRD#: 172662
PORTLAND, ME
Past

December 14, 2017 - September 11, 2020

FORT POINT CAPITAL PARTNERS LLC

RIA
CRD#: 146759
WAYLAND, MA
Past

July 27, 2017 - March 22, 2018

CYPRESS POINT CAPITAL MANAGEMENT, LLC

RIA
CRD#: 154949
WAYLAND, MA
Past

April 14, 2017 - November 30, 2018

GORDIAN INVESTMENTS, LLC

BD
CRD#: 158611
OREGON HOUSE, CA
Past

August 3, 2015 - June 5, 2018

LAKESIDE NORTH CAPITAL ADVISORS, LLC

RIA
CRD#: 238789
WAYLAND, MA
Past

July 10, 2014 - April 24, 2015

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
New York, NY
Past

May 14, 2013 - July 14, 2014

STRATIFI, LLC

RIA
CRD#: 149862
BOSTON, MA
Past

August 9, 2006 - February 26, 2007

TERRA NOVA FINANCIAL, LLC

BD
CRD#: 37761
CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UM
USA MUTUALS ADVISORS, INC.
MUTUALS ADVISORS, INC. | USA MUTUALS ADVISORS, INC.

CRD#: 131750 / SEC#: 801-63216

RIA
Registered Investment Advisory firm - (5/20/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(4/2/2026)
IAR
Texas
(9/23/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 7/21/2014
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/9/2013
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 10/31/2017
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 7/10/2014
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 30
Date: 12/21/2018
NFA Branch Manager Examination

Current Firm

UM
USA MUTUALS ADVISORS, INC.
MUTUALS ADVISORS, INC. | USA MUTUALS ADVISORS, INC.

CRD#: 131750 / SEC#: 801-63216

RIA
Registered Investment Advisory firm - (5/20/2004 Approved)
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Contact information

Main Address
300 Baker Ave Suite 300, Concord, MA 01742
Mailing Address
Phone number
(312) 714-5596
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts2
AUM (Assets Under Management)$ 73,724,628

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

USA MUTUALS ADVISORS, INC.

CRD#: 131750Wayland, MA

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