LEVEL FINANCIAL ADVISORS, INC.

EAST AMHERST, New York·6 registered advisors·CRD# 110641
SEC# 801-159001716-634-6113
01

Firm Overview

AUM
$621M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LEVEL FINANCIAL ADVISORS, INC.

6 registered advisors
Bethany May Wagner
EAST AMHERST, New York
Elise Fay Murphy
EAST AMHERST, New York
Michael Clark Heburn
EAST AMHERST, New York
Richard Karl Schroeder
AMHERST, New York
Rosanne Marie Braxton
EAST AMHERST, New York
Steven Mark Elwell
EAST AMHERST, New York
05

Office Locations

EAST AMHERST, New York
5 advisors
AMHERST, New York
1 advisor

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Data sourced from SEC Form ADV filings. LEVEL FINANCIAL ADVISORS, INC. (CRD# 110641) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.