LEVEL FINANCIAL ADVISORS, INC.

EAST AMHERST, New York·3 registered advisors·CRD# 110641
SEC# 801-159001716-634-6113
01

Firm Overview

AUM
$621M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
3
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.

3 registered advisors
Elise Fay Murphy
EAST AMHERST, New York
Rosanne Marie Braxton
EAST AMHERST, New York
Steven Mark Elwell
EAST AMHERST, New York
05

Office Locations

EAST AMHERST, New York
3 advisors

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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.