LEVEL FINANCIAL ADVISORS, INC. of EAST AMHERST, NY is an SEC-registered investment adviser (CRD 110641). Regulatory assets under management: $862.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Corporations.
| Name | Role | Location |
|---|---|---|
| Rosanne Marie Braxton | PRESIDENT | — |
| Steven Mark Elwell | CHIEF INVESTMENT OFFICER | — |
| Michael Clark Heburn | CHIEF OPERATING OFFICER | — |
| Elise Fay Murphy | DIRECTOR OF CLIENT SERVICES | — |
| Bethany May Wagner | CHIEF COMPLIANCE OFFICER | — |
| BRAXTON ROSANNE MARIE | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| SCHROEDER RICHARD KARL | EXECUTIVE VICE PRESIDENT | — |
| VOGT ALAN HERBERT | CHAIRMAN AND CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| ELWELL STEVEN MARK | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER; VICE PRESIDENT (+1 more) | — |
| HEBURN MICHAEL CLARK | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | — |
| MURPHY ELISE FAY | DIRECTOR OF CLIENT SERVICES | — |
| Wagner Bethany May | CHIEF COMPLIANCE OFFICER | — |