Next Level Private Employee Directory

Q: What is Next Level Private known for?

Next Level Private was founded in 2021. Next Level Private operates in the Financial Services industry.

Q: How many employees does Next Level Private have currently?

Next Level Private has approximately 19 employees.

Financial ServicesNew York, United States11-50 Employees

Next Level Private serves successful individuals like you who want to achieve financial independence and build fulfilling lives for yourself and your family. As an independent fiduciary, we act solely in your best interests. Our goal is to put you in a better financial position every day. We do it by providing goals-based planning, hands-on guidance, and access to personalized strategies for building success.

Find Next Level Private employees' phone numbers or email addresses

Next Level Private Global Highlights

North America
20

United States Of America
20

Next Level Private's Leadership

K. B.
Chief Operating Officer
Mobile Phone
Email
P. J.
Chief Investment Officer
Mobile Phone
Email
B. M.
Founder & Managing Director
Mobile Phone
Email
B. M.
Founder & Managing Director
Mobile Phone
Email
M. B. S.
Director Of Client Experience
Mobile Phone
Email
J. P.
Managing Director Of Client Engagement
Mobile Phone
Email
G. J. R.
Senior Financial Advocate
Mobile Phone
Email
S. B.
Financial Advocate
Mobile Phone
Email

Next Level Private Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Next Level Private

Name

Title

Contact Info

Location

Last Update

B. M.
Founder & Managing Director
Mobile Phone
Email
United StatesNew York
Feb 17, 2026
K. B.
Chief Operating Officer
Mobile Phone
Email
United StatesNew York
Oct 28, 2025
P. J.
Chief Investment Officer
Mobile Phone
Email
United StatesNew York
Aug 15, 2025
B. M.
Founder & Managing Director
Mobile Phone
Email
United StatesNew York
Oct 01, 2024
M. B. S.
Director Of Client Experience
Mobile Phone
Email
Jan 28, 2026
J. P.
Managing Director Of Client Engagement
Mobile Phone
Email
United StatesNew York
Jan 28, 2026
G. J. R.
Senior Financial Advocate
Mobile Phone
Email
United StatesNew York
Jan 29, 2026
S. B.
Financial Advocate
Mobile Phone
Email
United StatesNew Jersey
Nov 14, 2025
J. K.
Financial Advocate
Mobile Phone
Email
Oct 28, 2025
M. G.
Client Advocate
Mobile Phone
Email
United StatesNew York
Oct 28, 2025

Frequently Asked Questions

What is Next Level Private known for?

Next Level Private was founded in 2021 operates in the Financial Services industry. The company's main headquarters is located in 500 Mamaroneck Avenue Suite 501 Harrison, New York United States. Explore Next Level Private's company overview page for more information.

What is Next Level Private's most common email format?

Next Level Private employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Next Level Private email formats with LeadIQ.

How many employees does Next Level Private have currently?

Next Level Private has approximately 19 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Next Level Private's key employees and leadership?

As of March 2026, Next Level Private's key employees include:

Chief Operating Officer: K. B.
Chief Investment Officer: P. J.
Founder & Managing Director: B. M.
Founder & Managing Director: B. M.
Director Of Client Experience: M. B. S.

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