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John Michael Kenney

Next Level Private LLC

Harrison, NY

CRD 7953553

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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 2024-07-17
  • NY RA
    APPROVED
    Since 2024-07-17

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 03/2024 06/2024
Arbor Realty Trust New York NY 09/2018 03/2024
Boston College Boston MA 08/2014 05/2018
Unemployed Boston MA 06/2018 08/2018
Next Level Private Llc Harrison NY 07/2024 Present
  • 03/2024 → 06/2024
    Next Level Private Llc
    Harrison, NY
  • 09/2018 → 03/2024
    Arbor Realty Trust
    New York, NY
  • 08/2014 → 05/2018
    Boston College
    Boston, MA
  • 06/2018 → 08/2018
    Unemployed
    Boston, MA
  • 07/2024 → Present
    Next Level Private Llc
    Harrison, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-26
  • S65 Uniform Investment Adviser Law Examination
    2024-06-26
Other Names
  • John Kenney

View on SEC IAPD

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