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Philip Andrew Johanson

Next Level Private LLC

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About Philip Andrew Johanson

Philip Johanson is an Investment Advisor Representative associated with Next Level Private LLC, a firm based in HARRISON, NY. Philip has been in the industry since 1987, and holds the following licenses: Series 7, Series 63, Series 65, Series 66 and SIE. Philip has previous experience with UBS Financial Services Inc. and Citigroup Global Markets Inc. Philip is also a swim instructor at Badger Swim Club.

Firm Information

Philip Johanson 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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Philip Johanson’s Registration & Firm History

NY

09/03/2021 - Present

Next Level Private LLC (HARRISON NY)

NY

06/22/2019 - 09/14/2021

UBS FINANCIAL SERVICES INC. (WHITE PLAINS NY)

CT

07/31/1993 - 02/08/2016

CITIGROUP GLOBAL MARKETS INC. (Stamford CT)

NY

11/25/1987 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/12/2019

Series 66 - Uniform Combined State Law Examination

IA

Issued 07/22/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/15/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/2024

Series 7TO - General Securities Representative Examination

BC

Issued 02/08/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip Andrew Johanson.
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