Steven Elwell
CRD Number: 6041661Current 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.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Level Financial Advisors, Inc. | East Amherst, NY | Jan 2017 - Current | 7 |
| Level Financial Advisors, Inc. | Amherst, NY | Apr 2007 - Jan 2017 | 9 |
- NY
- TX
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Total Assets Under Management621MILLIONS
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Total Number of Accounts1,965ACCOUNTS
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Average Account Value$315,933
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, FL, GA, LA, MA, MD, NC, NJ, NY, PA, SC, TX, VA, WA
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