Level Financial Advisors, Inc.

CRD 110641 · East Amherst, NY · $862.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 110641
SEC number: 801-15900
Firm type: RIA
Assets under management: $862.7M as of May 18, 2026
Website: www.facebook.com/LEVELADVISORS ↗
Phone: 716-634-6113
Address: 9310 Transit Road, East Amherst, NY, 14051

Advisors at this firm

8 in our index · page 1 of 1

Michael Charles AngelucciCRD 5431249 · East Amherst, NY

IA Registered
Rosanne Marie BraxtonCRD 4373612 · East Amherst, NY

IA Registered
Alyssa Nicole BogardusCRD 7775054 · East Amherst, NY

IA Registered
Steven Mark ElwellCRD 6041661 · East Amherst, NY

IA Registered
Winfred Gerald JacobCRD 1216951 · East Amherst, NY

IA RegisteredRegistration inactive
Evan David LoomisCRD 5279085 · Hemet, CA

IA Registered
Lucas John MoshierCRD 7382110 · East Amherst, NY

IA Registered
Elise Fay MurphyCRD 5943138 · East Amherst, NY

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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