Managing Member / Managing Principal · Next Level Private LLC
Barry P. Mitchell
CRD 1807506 · Named on Form ADV at one SEC-registered adviser
At a glance
Next Level Private LLC, an SEC-registered wealth manager based in Harrison, NY with $1.4 billion in regulatory assets, lists Barry P. Mitchell on its Form ADV as Managing Member / Managing Principal, a control person.
Firms and roles
- Next Level Private LLCManaging Member / Managing PrincipalWealth manager · Harrison, NY · $1.4B in regulatory assets
AtlasMembers
Barry’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Catherine M. BluvolChief Operating Officer / Chief Compliance Officer, Next Level Private LLC
- Elisabeth M. MitchellManaging Member, Next Level Private LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Barry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.