Level Markets, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
20
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
171752
Registered since
December 26, 2014

Firm profile

FINTRX

Overview

Level Markets, LLC is organized as a limited liability company. Public profile fields identify its ownership as a mix of a domestic entity and an individual, but the firm is otherwise listed without a specific advisory classification. Available disclosure fields are sparse: the firm does not present an explicit client roster, fee schedule, or a breakdown of advisory activities in the materials provided. The profile indicates it is not a capital allocator and does not identify itself as an active ESG investor. It is also marked as not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Michael Stupay

    Chief Financial OfficerCRD 2287906

  • Stephen Miele

    Stephen Miele

    Chief Executive OfficerCRD 2645590

  • James Dolan

    Chief Compliance OfficerCRD 3219968

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Contacts

3 of 16
  • David Hagen

    David Hagen

    Head of ProductCRD 2101752

  • Ilisa Gruber

    Ilisa Gruber

    SalesCRD 2138525

  • James Yonchak

    Registered RepresentativeCRD 2637541

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
10 Post Office Sq
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth