Steven Elwell, financial advisor Amherst NY

Steven Elwell

CRD Number: 6041661
Current Firm: Level Financial Advisors, Inc.
Compensation Model: Fee Only

I am a CERTIFIED FINANCIAL PLANNER™ professional who specializes in helping pre-retirees transition in to retirement with special emphasis on tax efficiency.

 

I believe that a financial advisor should adhere to the following standards:

  • Honesty
  • Integrity 
  • Competency
  • Respect
  • Timely Service
  • Holistic Approach to Pesonal Finance

 

I am a Partner & Vice President of Level Financial Advisors, a Registered Investment Advisor located in Buffalo, NY.  I have been working with families to manage their investments and provide financial advice since 2007. 

 

I have taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

 

Visit my firm's website at www.levelFA.com for more information on my services.

CONTACT
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Professional Designations
Company Name Location Dates Years
Level Financial Advisors Amherst, NY Apr 2007 - Current 13

Steven Elwell has no recent exams reported.
Contact Info for Steven M. Elwell
Phone Number: 716-634-6113
Advisor Website: http://www.levelfa.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    423
    MILLIONS
  • Total Number of Accounts
    1,698
    ACCOUNTS
  • Average Account Value
    $249,332
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, LA, MA, MD, NC, NJ, NY, PA, SC, TX, VA, WA

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