Next Level Private LLC
Harrison, NY·SEC-registered · CRD #313247
Next Level Private LLC is an SEC-registered investment advisory firm in Harrison, NY managing $1.4B across 2.7k client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.4B
Client accounts
2.7k
Advisory staff
10
Fee model
Fee-based
How Next Level Private LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Next Level Private LLC
How much does Next Level Private LLC manage?
Per its most recent SEC Form ADV filing (03/27/2026), Next Level Private LLC reports $1.4B in regulatory assets under management across roughly 2.7k client accounts.
How does Next Level Private LLC charge?
Next Level Private LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Next Level Private LLC a fiduciary?
Yes. Next Level Private LLC is registered with the U.S. Securities and Exchange Commission (CRD #313247), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Next Level Private LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Next Level Private LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Next Level Private LLC's public SEC Form ADV filing (CRD #313247, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Next Level Private LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Next Level Private LLC? Claim this profile.