Level Markets, LLC

Broker-DealerFINRA MemberEst. 2014
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 and is SEC-registered since 2014. The firm’s ownership is listed as a mix of a domestic entity and an individual. Regulatory and self-descriptive fields mark the adviser as "unclassified" and indicate it does not function as a capital allocator. It is not flagged as an active ESG investor, is not registered as a multi-state adviser, and is not identified as a newly formed adviser, pension consultant, or related adviser.

Assets & Accounts

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 3
  • Stephen Miele

    Stephen Miele

    Chief Executive OfficerCRD 2645590

  • James Dolan

    Chief Compliance OfficerCRD 3219968

  • Michael Stupay

    Chief Financial OfficerCRD 2287906

Contacts

3 of 17
  • Stephen Moore

    Trading OperationsCRD 5236624

  • Dmitry Luchinin

    Dmitry Luchinin

    Senior System SpecialistCRD 4881192

  • Ilisa Gruber

    Ilisa Gruber

    SalesCRD 2138525

Unlock 14 more contacts

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