Nicholas
Mariano

Next Level Private LLC

CRD#7314866
Investment Advisor
in Harrison, NY

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About this Advisor

Nicholas Mariano is a financial advisor based in Harrison, New York, working with Next Level Private LLC. Nicholas has previously held positions at Next Level Private LLC, Predators LLC, UBS Financial Services, Inc, Chesapeake Bayhawks, Zoe Financial, Brix Real Estate Advisors, Exit Realty Private Client, Florida Launch, New England Blackwolves, and as a full-time student. Nicholas has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Nicholas is part of Next Level Private LLC, which operates out of Harrison, New York. 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.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

500 Mamaroneck Avenue Suite 501
Harrison, NY 10528

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Next Level Private LLC Brokerage Details

Total Assets Under Management

$810,706,000

NY Average: $7,464,549,021
Total Number of Employees

11

NY Average: 88
Total Number of Accounts

2,026

NY Average: 3,892
Average Account Size

$400,151

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Nicholas Mariano Work History

2022 - Present (3 years)

Next Level Private LLC

2021 - 2022 (1 year)

Predators LLC

2020 - 2021 (1 year)

Predators LLC

2020 - 2021 (1 year)

Ubs Financial Services, Inc

2020 - 2020 (< 1 year)

Chesapeake Bayhawks

2019 - 2020 (1 year)

Zoe Financial

2019 - 2019 (< 1 year)

Chesapeake Bayhawks

2019 - 2019 (< 1 year)

Brix Real Estate Advisors

2018 - 2019 (1 year)

Exit Realty Private Client

2018 - 2018 (< 1 year)

Florida Launch

2017 - 2018 (1 year)

New England Blackwolves

2017 - 2017 (< 1 year)

Florida Launch

2012 - 2017 (5 years)

Full Time Student

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Nicholas Mariano 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

Gary Raniolo
Harrison, NY
Maggie Smith
Harrison, NY
Nicholas Mariano
Harrison, NY
Jennifer Piche
Harrison, NY
Barry Mitchell
Harrison, NY
Russell Baker
Harrison, NY
Philip Johanson
Harrison, NY
William Sullivan
Milton, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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