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Jennifer Gilman Piche

Next Level Private LLC

Harrison, NY

CRD 3155786

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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

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-03
  • NY RA
    APPROVED
    Since 2021-09-03

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
OrganizationCityStateFromTo
Ubs Financial Services Inc. New York NY 11/2011 09/2021
Next Level Private Llc New York NY 09/2021 Present
Previous Registrations
Other Businesses

1) Licensed insurance professional; same address; less than 10% of time.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-03-04
S63 Uniform Securities Agent State Law Examination 1999-11-11
  • S66 Uniform Combined State Law Examination
    2004-03-04
  • S63 Uniform Securities Agent State Law Examination
    1999-11-11
Other Names
  • Jennifer Leigh Gilman
  • Jennifer G Piche

View on SEC IAPD

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