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John Michael Kenney

Next Level Private LLC

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About John Michael Kenney

John Michael Kenney is an investment advisor representative with Next Level Private LLC. John has been in the industry since 2014 and has experience working at Arbor Realty Trust and Boston College. John specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses. John is registered with the state of New York and holds a Series 65 license.

Firm Information

John Kenney is currently registered with Next Level Private LLC. Next Level Private LLC is an investment advisor registered with the SEC. Headquartered in Harrison, NY, the firm has 3 licensed agents and 7 investment adviser representatives. They manage approximately $810.7 million in assets for 2,026 clients, primarily high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Next Level Private offers financial planning, pension consulting, and portfolio management for individuals.
Next Level Private LLC

500 MAMARONECK AVENUE

HARRISON, NY 10528

$810.71M

Assets Under Management

1

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Kenney’s Registration & Firm History

NY

07/17/2024 - Present

Next Level Private LLC (HARRISON NY)

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Licenses & Designations

IA

Issued 06/26/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Michael Kenney.
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