Next Level Private Employee Directory

Financial ServicesNew York, United States11-50 Employees

Next Level Private operates in the financial services sector, offering goals-based planning, hands-on guidance, and access to personalized strategies to help successful individuals pursue financial independence and create fulfilling lives for themselves and their families. The firm positions itself as an independent fiduciary focused on acting in clients’ best interests and aims to improve clients’ financial positions on an ongoing basis. Based in Harrison, New York, the company serves affluent or high-net-worth individuals seeking structured, individualized financial guidance and asset-building strategies. The business is located in the United States and serves clients through a local presence in the New York region, with its professional services delivered through a client-centric approach designed to support long-term financial outcomes.

Find Next Level Private employees' phone numbers or email addresses

Next Level Private Global Highlights

Location
Employees

North America
21

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  • United States Of America
    21

Next Level Private's Leadership

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    K. B.
    Chief Operating Officer
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    P. J.
    Chief Investment Officer
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  • Stylized image of a person
    B. M.
    Founder & Managing Director
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  • Stylized image of a person
    B. M.
    Founder & Managing Director
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    M. B. S.
    Director Of Client Experience
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    J. P.
    Managing Director Of Client Engagement
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    G. J. R.
    Senior Financial Advocate
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  • Stylized image of a person
    S. B.
    Financial Advocate
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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
  • Stylized image of a person
    B. M.
    Founder & Managing Director
    Phone icon
    United StatesNew York
    Jun 21, 2026
  • Stylized image of a person
    K. B.
    Chief Operating Officer
    Phone icon
    United StatesArkansas
    Apr 17, 2026
  • Stylized image of a person
    P. J.
    Chief Investment Officer
    Phone icon
    United StatesNew York
    Jun 02, 2026
  • Stylized image of a person
    B. M.
    Founder & Managing Director
    Phone icon
    United StatesNew York
    Jun 25, 2026
  • Stylized image of a person
    M. B. S.
    Director Of Client Experience
    Phone icon
    Jun 25, 2026
  • Stylized image of a person
    J. P.
    Managing Director Of Client Engagement
    Phone icon
    United StatesNew Jersey
    Jun 21, 2026
  • Stylized image of a person
    G. J. R.
    Senior Financial Advocate
    Phone icon
    United StatesNew York
    Jun 21, 2026
  • Stylized image of a person
    S. B.
    Financial Advocate
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    United StatesNew Jersey
    Apr 14, 2026
  • Stylized image of a person
    J. K.
    Financial Advocate
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    United StatesNew York
    Apr 17, 2026
  • Stylized image of a person
    M. G.
    Client Advocate
    Phone icon
    United StatesNew York
    Apr 14, 2026

Frequently Asked Questions

What is Next Level Private known for?

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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 10528 United States. Explore Next Level Private's company overview page for more information.

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

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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?

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Next Level Private has approximately 20 employees as of June 2026. These team members are located across 1 continents, including North America.

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

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As of June 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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