Level Financial Advisors, Inc.

Level Financial Advisors, Inc. (CRD# 110641) is a financial advisory firm headquartered in Amherst, NY. They manage $261,067,603 in 514 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    261
    MILLION
  • Total Number of Accounts
    514
    ACCOUNTS
  • Average Account Value
    $507,914
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
  • 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, SC, TX, VA

Financial Advisors at Level Financial Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Steven M. Elwell
CRD#: 6041661
1412 Sweet Home Road, Suite 7, Amherst, NY 14228
103
Wealthminder
score

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.

2
Rosanne M. Braxton
CRD#: 4373612
1412 Sweet Home Road, Suite 7, Amherst, NY 14228
90
Wealthminder
score

Rosanne Braxton (CRD# 4373612) is an Investment Advisor Representative working at Level Financial Advisors, Inc. in Amherst, NY and has 1 year of experience in the finance industry. Rosanne Braxton has 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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