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Alyssa Nicole Bogardus

Level Financial Advisors, Inc.

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 2023-06-30
  • NY RA
    APPROVED
    Since 2023-06-30

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
OrganizationCityStateFromTo
Level Financial Advisors, Inc. East Amherst NY 06/2021 06/2023
Level Financial Advisors, Inc. East Amherst NY 06/2023 05/2026
Edinboro University Edinboro PA 08/2017 05/2021
Girard High School Girard PA 09/2012 06/2017
Level Financial Advisors, Inc. East Amherst NY 05/2026 Present
Designations

View on SEC IAPD

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Other Offices

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KEY INVESTMENT SERVICES LLC · Amherst, NY
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KESTRA ADVISORY SERVICES, LLC · Williamsville, NY
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CHARLES SCHWAB & CO., INC. · Amherst, NY
HSBC SECURITIES (USA) INC. · Amherst, NY

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