Steven Mark Elwell

Current Employers

Level Financial Advisors, Inc.

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-05
TX	RA	APPROVED	2015-03-18

NY RA
APPROVED

Since 2021-08-05
TX RA
APPROVED

Since 2015-03-18

Branch Locations

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

Organization	City	State	From	To
Level Financial Advisors, Inc.	Amherst	NY	04/2007	01/2017
Level Financial Advisors, Inc.	East Amherst	NY	01/2017	Present

04/2007 → 01/2017

Level Financial Advisors, Inc.

Amherst, NY
01/2017 → Present

Level Financial Advisors, Inc.

East Amherst, NY

Other Businesses

Scott & Main LLC Not Investment Related 190 Scott Street, Buffalo, NY 14204 Brewery and Restaurant Passive LLC Partner No title May 2019 0 hours devoted to this business No duties/passive investor

Current Employers

Level Financial Advisors, Inc.

Disclosures

Employment History

Other Businesses

Designations

Other Firms

Other Investors

Other Offices

Reviews