Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew James Giller is an investment advisor representative with Next Level Private LLC. He is based in Harrison, NY and has been in the financial services industry for over 20 years. Matthew has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. He provides financial planning, pension consulting, and portfolio management services. He is licensed to sell insurance and has been doing so since 2024. Matthew previously worked at MML Investors Services, LLC and Northwestern Mutual Investment Services, LLC, both in Westport, CT.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
12/04/2024 - Present
Next Level Private LLC (HARRISON NY)
CT
03/02/2020 - 01/20/2023
MML INVESTORS SERVICES, LLC (WESTPORT CT)
CT
03/29/2016 - 12/16/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WESTPORT CT)
CA
04/07/2014 - 08/18/2014
SEEDCHANGE EXECUTION SERVICES INC. (LAFAYETTE CA)
CT
03/06/2013 - 03/19/2014
ELEVATION, LLC (STTAMFORD CT)
NY
01/31/2011 - 03/01/2013
TELSEY ADVISORY GROUP LLC (NEW YORK NY)
NY
05/08/2009 - 01/31/2011
ISLAND TRADING (NEW YORK NY)
NY
10/23/2007 - 05/12/2009
ABG SUNDAL COLLIER INC. (NEW YORK NY)
CT
03/30/2007 - 10/17/2007
ACCESS SECURITIES, INC. (STAMFORD CT)
NJ
01/22/2007 - 03/22/2007
VANDHAM SECURITIES CORP. (PARK RIDGE NJ)
NY
07/15/2004 - 01/04/2007
LEERINK SWANN & COMPANY (NEW YORK NY)
NY
10/16/2000 - 07/20/2004
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
03/29/1993 - 10/17/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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