Next Level Private LLC
Next Level Private LLC (CRD# 313247) is a financial advisory firm headquartered in Harrison, NY. They manage $810,706,000 in 2,026 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management811MILLION
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Total Number of Accounts2,026ACCOUNTS
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Average Account Value$400,151
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, CT, FL, GA, MA, NC, NE, NJ, NY, PA, TN, TX, WI
Philip Johanson (CRD# 1768736) is an Investment Advisor Representative working at Next Level Private LLC in Harrison, NY and has over 36 years of experience in the finance industry.
Barry Mitchell (CRD# 1807506) is an Investment Advisor Representative working at Next Level Private LLC in Harrison, NY and has over 36 years of experience in the finance industry.
Jennifer Piche (CRD# 3155786) is an Investment Advisor Representative working at Next Level Private LLC in Harrison, NY and has over 24 years of experience in the finance industry.
Gary Raniolo (CRD# 6121638) is an Investment Advisor Representative working at Next Level Private LLC in Harrison, NY and has over 11 years of experience in the finance industry.
Maggie Smith (CRD# 2773996) is an Investment Advisor Representative working at Next Level Private LLC in Harrison, NY and has over 9 years of experience in the finance industry.
Russell Baker (CRD# 1551599) is an Investment Advisor Representative working at Next Level Private LLC in Harrison, NY and has over 23 years of experience in the finance industry.
Nicholas Mariano (CRD# 7314866) is an Investment Advisor Representative working at Next Level Private LLC in Harrison, NY and has 1 year of experience in the finance industry.
William Sullivan (CRD# 4724048) is an Investment Advisor Representative working at Next Level Private LLC in Milton, MA and has 1 year of experience in the finance industry.