# LEVEL FINANCIAL ADVISORS, INC.

LEVEL FINANCIAL ADVISORS, INC. of EAST AMHERST, NY is an SEC-registered investment adviser.

## Registration

- CRD: 110641
- Type: SEC-registered investment adviser
- SEC file number: 801-15900
- Location: 9310 TRANSIT ROAD, SUITE 300, EAST AMHERST, NY, 14051
- Phone: 716-634-6113
- Latest filing: 2026-05-18
- Regulatory AUM: $862.7M
- Discretionary AUM: $837.8M
- Non-discretionary AUM: $24.9M
- Clients: 15
- Accounts: 2,137

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Corporations

## Officers, owners & control persons (12)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110641/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110641/similar
- Related entities: https://search.stillhousedata.com/firm/110641/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110641

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.