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Catherine Marie Bluvol

NEXT LEVEL PRIVATE LLC·HARRISON, New York
Unclaimed Profile
500 MAMARONECK AVENUE, HARRISON, NY 10528CRD# 7347379Firm CRD# 313247
01

About

Catherine Marie Bluvol is a registered financial advisor based in HARRISON, New York, affiliated with NEXT LEVEL PRIVATE LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NEXT LEVEL PRIVATE LLC
NEXT LEVEL PRIVATE LLC
AUM
$811M
Regulatory assets under management
Employees
11
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7347379
Firm CRD# 313247
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Catherine Marie Bluvol offer?
Catherine Marie Bluvol specializes in Financial Planning, Investment Management. Contact their office in HARRISON, New York for a consultation.
What are Catherine Marie Bluvol's credentials?
Catherine Marie Bluvol is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine Marie Bluvol located?
Catherine Marie Bluvol 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 Catherine Marie Bluvol charge for services?
Catherine Marie Bluvol'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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