William
Sullivan
Next Level Private LLC
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About this Advisor
William Sullivan is a financial advisor based in Milton, Massachusetts, working with Next Level Private LLC. William has previously held positions at Sullivan Insurance, Inc and Next Level Private LLC. William is registered to provide services in Massachusetts. Currently, William is part of Next Level Private LLC, which operates out of Milton, Massachusetts. The firm has 11 employees and manages assets totaling $810.7 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Next Level Private LLC includes asset-based, hourly, and fixed fees.
Services Offered
Fee Structure
Office Location
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Next Level Private LLC Brokerage Details
$810,706,000
11
2,026
$400,151
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
William Sullivan Work History
Next Level Private LLC
Sullivan Insurance, Inc
Disclosures
Please visit the SEC profile of William Sullivan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Next Level Private LLC
Harrison, NY
Harrison, NY
Harrison, NY
Harrison, NY
Harrison, NY
Harrison, NY
Harrison, NY
Milton, MA
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