Joseph Blaney

Employer firm

Next Level Private LLC CRD 313247

$1.37B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Next Level Private Llc

500 Mamaroneck Avenue Suite 501, Harrison, NY 10528 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2024-08-05

NY RA
APPROVED

Since 2024-08-05

Branch Locations

500 Mamaroneck Avenue Suite 501, Harrison, NY 10528 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Next Level Private Llc	Harrison	NY	07/2024	Present
Joe Namath Foundation	Tuckahoe	NY	11/2017	Present
Broadway Joe Media	Scarsdale	NY	02/2010	Present

07/2024 → Present

Next Level Private Llc

Harrison, NY
11/2017 → Present

Joe Namath Foundation

Tuckahoe, NY
02/2010 → Present

Broadway Joe Media

Scarsdale, NY

Other Businesses

1) Joe Namath Foundation; Not investment-related; 300 E. 31st Street, New York, NY 10022; President; Oversee the Joe Namath Foundation, a charitable organization giving benefits to children's charities and neurological research; Approx. 90% of time during the month. 2) Broadway Joe Media; Not investment-related; Tuckahoe, NY 10707; Chief Executive Officer; Media and marketing hub for pro football hall of famer Joe Namath; approx. 5% of time during the month.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-06-27
S63	Uniform Securities Agent State Law Examination	2001-10-12

S65 Uniform Investment Adviser Law Examination

2024-06-27
S63 Uniform Securities Agent State Law Examination

2001-10-12

View on SEC IAPD