Unclaimed Profile

Barry Peter Mitchell

NEXT LEVEL PRIVATE LLC·HARRISON, New York

SIE, Series 7, Series 7TO, Series 63, Series 6523 years registeredNEXT LEVEL PRIVATE LLC

500 MAMARONECK AVENUE, HARRISON, NY 10528CRD# 1807506Firm CRD# 313247

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Barry Peter Mitchell · HARRISON, NY

Registration

CRD #1807506 · NEXT LEVEL PRIVATE LLC · 23 years registered

Brand Profile

Not yet started

Career History

NEXT LEVEL PRIVATE LLC

Oct 2021 – present

UBS FINANCIAL SERVICES INC.

Nov 2011 – Sep 2021

WHITE PLAINS, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2003 – Nov 2011

NEW YORK, NY

WACHOVIA SECURITIES, LLC

Mar 2003 – Oct 2003

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 65

Registration record

First registered · March 7, 2003

Years registered · 23

Disclosure History

2008Customer Dispute·Denied

2008Customer Dispute·Settled

2002Customer Dispute·Denied

1994Customer Dispute·Settled

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

NEXT LEVEL PRIVATE LLC

CRD 313247 · SEC 801-122122

AUM

$811M

Regulatory assets under management

Employees

2,026 client accounts

Services offered by NEXT LEVEL PRIVATE LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NEXT LEVEL PRIVATE LLC →

Introduction

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Frequently Asked Questions

What services does Barry Peter Mitchell offer?

Barry Peter Mitchell specializes in Financial Planning, Investment Management. Contact their office in HARRISON, New York for a consultation.

What are Barry Peter Mitchell's credentials?

Barry Peter Mitchell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barry Peter Mitchell located?

Barry Peter Mitchell is based in HARRISON, New York, working with NEXT LEVEL PRIVATE LLC. Their office serves clients in the HARRISON metropolitan area and surrounding communities.

How does Barry Peter Mitchell charge for services?

Barry Peter Mitchell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEXT LEVEL PRIVATE LLC?

NEXT LEVEL PRIVATE LLC has approximately 11 employees and manages $811M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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