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).

Current Firm Details
500 Mamaroneck Avenue, Suite 501, Harrison, NY 10528
https://www.linkedin.com/company/next-level-private
By the Numbers
  • Total Assets Under Management
    811
    MILLION
  • Total Number of Accounts
    2,026
    ACCOUNTS
  • Average Account Value
    $400,151
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, MA, NC, NE, NJ, NY, PA, TN, TX, WI

Financial Advisors at Next Level Private LLC
Showing 1 - 8 of 8 top financial advisors.
1
Philip Johanson, financial advisor Harrison NY
Philip A. Johanson
CRD#: 1768736
500 Mamaroneck Avenue, Suite 501, Harrison, NY 10528

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.

2
Barry Mitchell, financial advisor Harrison NY
Barry P. Mitchell
CRD#: 1807506
500 Mamaroneck Avenue, Suite 501, Harrison, NY 10528

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.

3
Jennifer Piche, financial advisor Harrison NY
Jennifer G. Piche
CRD#: 3155786
500 Mamaroneck Avenue, Suite 501, Harrison, NY 10528

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.

4
Gary Raniolo, financial advisor Harrison NY
Gary J. Raniolo
CRD#: 6121638
500 Mamaroneck Avenue, Suite 501, Harrison, NY 10528

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.

5
Maggie Smith, financial advisor Harrison NY
Maggie B. Smith
CRD#: 2773996
500 Mamaroneck Avenue, Suite 501, Harrison, NY 10528

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.

6
Russell Baker, financial advisor Harrison NY
Russell S. Baker
CRD#: 1551599
500 Mamaroneck Avenue, Suite 501, Harrison, NY 10528

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.

7
Nicholas Mariano, financial advisor Harrison NY
Nicholas P. Mariano
CRD#: 7314866
500 Mamaroneck Avenue, Suite 501, Harrison, NY 10528

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.

8
William Sullivan, financial advisor Milton MA
William J. Sullivan
CRD#: 4724048
30 Central Avenue, Milton, MA 02186

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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