Chief Operating Officer · Level Financial Advisors, Inc.
Michael C. Heburn
CRD 6466072 · Named on Form ADV at one SEC-registered adviser
At a glance
Level Financial Advisors, Inc., an SEC-registered wealth manager based in East Amherst, NY with $975 million in regulatory assets, lists Michael C. Heburn on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- Level Financial Advisors, Inc.Chief Operating OfficerWealth manager · East Amherst, NY · $975M in regulatory assets
AtlasMembers
Michael’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
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Rosanne M. BraxtonPresident, Level Financial Advisors, Inc.
- Steven M. ElwellChief Investment Officer, Level Financial Advisors, Inc.
- Elise F. MurphyDirector of Client Services, Level Financial Advisors, Inc.
- Bethany M. WagnerChief Compliance Officer, Level Financial Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.