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.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Next Level Private LLC | New York, NY | Sep 2021 - Current | 2 |
| Ubs Financial Services Inc. | White Plains, NY | Apr 2019 - Sep 2021 | 2 |
| Badger Sports Club | Larchmont, NY | Apr 2018 - Apr 2019 | 1 |
| Unemployed | Larchmont, NY | Feb 2016 - Apr 2018 | 2 |
| Citigroup Global Markets Inc. | Stamford, CT | Jul 1993 - Feb 2016 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1988 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- NY
-
Total Assets Under Management811MILLIONS
-
Total Number of Accounts2,026ACCOUNTS
-
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
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