Philip
Johanson
Next Level Private LLC
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About this Advisor
Philip Johanson is a financial advisor based in Harrison, New York, working with Next Level Private LLC. Philip has previously held positions at Citigroup Global Markets Inc, Badger Sports Club, UBS Financial Services Inc, and Next Level Private LLC. Philip has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in New York. Currently, Philip 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
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
Philip Johanson Work History
Next Level Private LLC
Ubs Financial Services Inc
Badger Sports Club
Citigroup Global Markets Inc
Disclosures
Please visit the SEC profile of Philip Johanson 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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