RIA Intelligence

LEVEL FINANCIAL ADVISORS, INC.

CRD #110641 SEC #801-15900 EAST AMHERST, NY 716-634-6113
SEC Registered
Total AUM
$684.2M
Discretionary
$684.2M
Employees
15
Clients
--
Accounts
1,957

Firm Details

Organization Type
Corporation
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 1, 2025
Branch Offices
4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BRAXTON, ROSANNE, MARIEIVICE PRESIDENTNA Control
BRAXTON, ROSANNE, MARIEIVICE PRESIDENTNA Control
BRAXTON, ROSANNE, MARIEIVICE PRESIDENTNA Control
BRAXTON, ROSANNE, MARIEIVICE PRESIDENTNA Control
BRAXTON, ROSANNE, MARIEIVICE PRESIDENTNA Control
ELWELL, STEVEN, MARKIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
ELWELL, STEVEN, MARKIVICE PRESIDENTNA
ELWELL, STEVEN, MARKIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
ELWELL, STEVEN, MARKICHIEF COMPLIANCE OFFICERNA
ELWELL, STEVEN, MARKIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA
ELWELL, STEVEN, MARKICHIEF COMPLIANCE OFFICERNA
ELWELL, STEVEN, MARKICHIEF COMPLIANCE OFFICERNA
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERNA
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERNA
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERNA
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERNA
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERNA
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERNA
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERNA
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERNA
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERNA
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERNA
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERNA
MURPHY, ELISE, FAYIDIRECTOR OF CLIENT SERVICESNA Control
MURPHY, ELISE, FAYIDIRECTOR OF CLIENT SERVICESNA Control
MURPHY, ELISE, FAYIDIRECTOR OF CLIENT SERVICESNA Control
MURPHY, ELISE, FAYIDIRECTOR OF CLIENT SERVICESNA Control
MURPHY, ELISE, FAYIDIRECTOR OF CLIENT SERVICESNA Control
MURPHY, ELISE, FAYIDIRECTOR OF CLIENT SERVICESNA Control
MURPHY, ELISE, FAYIDIRECTOR OF CLIENT SERVICESNA Control
MURPHY, ELISE, FAYIDIRECTOR OF CLIENT SERVICESNA Control
MURPHY, ELISE, FAYIDIRECTOR OF CLIENT SERVICESNA Control
MURPHY, ELISE, FAYIDIRECTOR OF CLIENT SERVICESNA Control
MURPHY, ELISE, FAYIDIRECTOR OF CLIENT SERVICESNA Control
MURPHY, ELISE, FAYIDIRECTOR OF CLIENT SERVICESNA Control
MURPHY, ELISE, FAYIDIRECTOR OF CLIENT SERVICESNA Control
MURPHY, ELISE, FAYIDIRECTOR OF CLIENT SERVICESNA Control
MURPHY, ELISE, FAYIDIRECTOR OF CLIENT SERVICESNA Control
MURPHY, ELISE, FAYIDIRECTOR OF CLIENT SERVICESNA Control
MURPHY, ELISE, FAYIDIRECTOR OF CLIENT SERVICESNA Control
MURPHY, ELISE, FAYIDIRECTOR OF CLIENT SERVICESNA Control
MURPHY, ELISE, FAYIDIRECTOR OF CLIENT SERVICESNA Control
MURPHY, ELISE, FAYIDIRECTOR OF CLIENT SERVICESNA Control
MURPHY, ELISE, FAYIDIRECTOR OF CLIENT SERVICESNA Control
SCHROEDER, RICHARD, KARLIEXECUTIVE VICE PRESIDENTNA Control
SCHROEDER, RICHARD, KARLIEXECUTIVE VICE PRESIDENTNA Control
SCHROEDER, RICHARD, KARLIEXECUTIVE VICE PRESIDENTNA Control
SCHROEDER, RICHARD, KARLIEXECUTIVE VICE PRESIDENTNA Control
SCHROEDER, RICHARD, KARLIEXECUTIVE VICE PRESIDENTNA Control
Wagner, Bethany, MayICHIEF COMPLIANCE OFFICERNA Control
Wagner, Bethany, MayICHIEF COMPLIANCE OFFICERNA Control
Wagner, Bethany, MayICHIEF COMPLIANCE OFFICERNA Control
Wagner, Bethany, MayICHIEF COMPLIANCE OFFICERNA Control
Wagner, Bethany, MayICHIEF COMPLIANCE OFFICERNA Control
Wagner, Bethany, MayICHIEF COMPLIANCE OFFICERNA Control
Wagner, Bethany, MayICHIEF COMPLIANCE OFFICERNA Control
Wagner, Bethany, MayICHIEF COMPLIANCE OFFICERNA Control
Wagner, Bethany, MayICHIEF COMPLIANCE OFFICERNA Control
Wagner, Bethany, MayICHIEF COMPLIANCE OFFICERNA Control
Wagner, Bethany, MayICHIEF COMPLIANCE OFFICERNA Control
Wagner, Bethany, MayICHIEF COMPLIANCE OFFICERNA Control
VOGT, ALAN, HERBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
VOGT, ALAN, HERBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
VOGT, ALAN, HERBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
VOGT, ALAN, HERBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
VOGT, ALAN, HERBERTIPRESIDENTE Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
BRAXTON, ROSANNE, MARIEIPRESIDENTD Control
ELWELL, STEVEN, MARKIVICE PRESIDENTC Control
ELWELL, STEVEN, MARKIVICE PRESIDENTC Control
ELWELL, STEVEN, MARKIVICE PRESIDENTC Control
ELWELL, STEVEN, MARKIVICE PRESIDENTC Control
ELWELL, STEVEN, MARKIVICE PRESIDENTC Control
ELWELL, STEVEN, MARKIVICE PRESIDENTC Control
ELWELL, STEVEN, MARKIVICE PRESIDENTC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
ELWELL, STEVEN, MARKICHIEF INVESTMENT OFFICERC Control
SCHROEDER, RICHARD, KARLIEXECUTIVE VICE PRESIDENTC Control
SCHROEDER, RICHARD, KARLIEXECUTIVE VICE PRESIDENTC Control
SCHROEDER, RICHARD, KARLIEXECUTIVE VICE PRESIDENTC Control
SCHROEDER, RICHARD, KARLIEXECUTIVE VICE PRESIDENTC Control
SCHROEDER, RICHARD, KARLIEXECUTIVE VICE PRESIDENTC Control
SCHROEDER, RICHARD, KARLIEXECUTIVE VICE PRESIDENTC Control
SCHROEDER, RICHARD, KARLIEXECUTIVE VICE PRESIDENTC Control
SCHROEDER, RICHARD, KARLIEXECUTIVE VICE PRESIDENTC Control
SCHROEDER, RICHARD, KARLIEXECUTIVE VICE PRESIDENTC Control
SCHROEDER, RICHARD, KARLIEXECUTIVE VICE PRESIDENTC Control
SCHROEDER, RICHARD, KARLIEXECUTIVE VICE PRESIDENTC Control
ELWELL, STEVEN, MARKIVICE PRESIDENTA
ELWELL, STEVEN, MARKIVICE PRESIDENTA
ELWELL, STEVEN, MARKIVICE PRESIDENTA
ELWELL, STEVEN, MARKIVICE PRESIDENTA
ELWELL, STEVEN, MARKIVICE PRESIDENTA
ELWELL, STEVEN, MARKIVICE PRESIDENTA
ELWELL, STEVEN, MARKIVICE PRESIDENTA
ELWELL, STEVEN, MARKIVICE PRESIDENTA
ELWELL, STEVEN, MARKIVICE PRESIDENTA
ELWELL, STEVEN, MARKIVICE PRESIDENTA
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICERA Control
HEBURN, MICHAEL, CLARKICHIEF OPERATING OFFICERA Control

Registrations

Federal

IA
Oct 1, 2025 REGISTERED

Notice Filings (16)

CA CO FL GA LA MA MD NC NH NJ NY PA SC TX VA WA

Address

9310 TRANSIT ROAD
SUITE 300
EAST AMHERST, NY 14051
United States
Phone: 716-634-6113