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Stephen Michael Bohmert

Next Level Private LLC

Harrison, NY

CRD 8159303

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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 2025-09-16
  • NY RA
    APPROVED
    Since 2025-09-16

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
Next Level Private Llc Harrison NY 09/2025 Present
Bcb Bancorp, Inc. River Edge NJ 05/2024 08/2025
First Bank Of New Jersey Fairfield NJ 01/2023 04/2024
Investors Bank / Citizens Financial Group, Inc. Summit NJ 07/2020 10/2022
Bcb Bancorp, Inc. Fairfield NJ 05/2014 01/2020
Unemployed N/A XX 02/2020 06/2020
  • 09/2025 → Present
    Next Level Private Llc
    Harrison, NY
  • 05/2024 → 08/2025
    Bcb Bancorp, Inc.
    River Edge, NJ
  • 01/2023 → 04/2024
    First Bank Of New Jersey
    Fairfield, NJ
  • 07/2020 → 10/2022
    Investors Bank / Citizens Financial Group, Inc.
    Summit, NJ
  • 05/2014 → 01/2020
    Bcb Bancorp, Inc.
    Fairfield, NJ
  • 02/2020 → 06/2020
    Unemployed
    N/A, XX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-03
  • S65 Uniform Investment Adviser Law Examination
    2025-09-03

View on SEC IAPD

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