Investment adviser representative · Next Level Private LLC
William J. Sullivan III
CRD 4724048 · Milton, MA
At a glance
William J. Sullivan III is an investment adviser representative with Next Level Private LLC in Milton, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on William’s SEC record dates to 2000, about 26 years ago.
Current advisory firm
- Next Level Private LLCSince August 2022Milton, MA · $1.4B in regulatory assets
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- None on file
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
William’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.