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Joseph Blaney

Next Level Private LLC

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About Joseph Blaney

Joseph Blaney is a financial advisor with Next Level Private LLC. He has been a registered investment advisor for over 20 years and has a strong track record of success in helping clients achieve their financial goals. Joseph provides financial planning, pension consulting, and portfolio management for individuals and families. He is also a registered representative and holds Series 7, 63, and 65 licenses. Joseph is committed to providing his clients with personalized attention and tailored financial solutions.

Firm Information

Joseph Blaney 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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Joseph Blaney’s Registration & Firm History

NY

08/05/2024 - Present

Next Level Private LLC (HARRISON NY)

NY

11/13/2001 - 09/12/2006

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/27/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/12/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2002

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/12/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Blaney.
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