Steven Mark Elwell

Employer firm

Level Financial Advisors, Inc. CRD 110641

$863M regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

Designations

• Certified Financial Planner