Financial ADVSR advisor directory · SEC adviser records
Level Financial Advisors, Inc. financial advisors in New York
Every SEC-registered investment adviser representative at a Level Financial Advisors, Inc. office in New York, by city and A to Z.
The short answer
7 registered advisors work at Level Financial Advisors, Inc. in New York, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in East Amherst (5). 7 list the CFP designation and 0 are also registered broker representatives.
Level Financial Advisors, Inc. advisors by city in New York
Every firm in New York →Level Financial Advisors, Inc. advisors in New York, A to Z
Search by name →- Michael C. AngelucciBuffalo · Certified Financial Planner
- Alyssa N. BogardusEast Amherst · Certified Financial Planner
- Rosanne M. BraxtonEast Amherst · Certified Financial Planner
- Steven M. ElwellEast Amherst · Certified Financial Planner
- Winfred G. JacobWellsville · Certified Financial Planner, Chartered Financial Consultant
- Lucas J. MoshierEast Amherst · Certified Financial Planner
- Elise F. MurphyEast Amherst · Certified Financial Planner
Level Financial Advisors, Inc. advisors in every state →Level Financial Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Level Financial Advisors, Inc. financial advisors are in New York?
7 investment adviser representatives are registered at Level Financial Advisors, Inc. offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Where in New York does Level Financial Advisors, Inc. have the most advisors?
East Amherst, with 5, then Buffalo (1). Level Financial Advisors, Inc. has advisors in 3 cities in New York.
How do I check a Level Financial Advisors, Inc. advisor in New York?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Level Financial Advisors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.