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Michael Charles Angelucci

Level Financial Advisors, Inc.

Buffalo, NY

East Amherst, NY

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Current Employers
Level Financial Advisors, Inc.

9310 Transit Road Suite 300, East Amherst, NY 14051 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-23
TX RA APPROVED 2020-07-29
  • NY RA
    APPROVED
    Since 2021-07-23
  • TX RA
    APPROVED
    Since 2020-07-29

Branch Locations

Buffalo, NY • United States

9310 Transit Road Suite 300, East Amherst, NY 14051 • 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
OrganizationCityStateFromTo
Level Financial Advisors, Inc. East Amherst NY 01/2019 Present
Angelucci Wealth Management Llc Snyder NY 01/2010 12/2018
New Directions Youth And Family Services Buffalo NY 01/1996 04/2018
  • 01/2019 → Present
    Level Financial Advisors, Inc.
    East Amherst, NY
  • 01/2010 → 12/2018
    Angelucci Wealth Management Llc
    Snyder, NY
  • 01/1996 → 04/2018
    New Directions Youth And Family Services
    Buffalo, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-07-16
  • S65 Uniform Investment Adviser Law Examination
    2007-07-16
Designations

View on SEC IAPD

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