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Elisabeth Magnus Mitchell

NEXT LEVEL PRIVATE LLC·HARRISON, New York
Clean recordNEXT LEVEL PRIVATE LLC
500 MAMARONECK AVENUE, HARRISON, NY 10528CRD# 7890451Firm CRD# 313247

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elisabeth Magnus Mitchell · HARRISON, NY
Registration
CRD #7890451 · NEXT LEVEL PRIVATE LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Elisabeth Magnus Mitchell 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
Introduction

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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# 7890451
Firm CRD# 313247
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

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