LEVEL FINANCIAL ADVISORS, INC.
SEC file number 801-15900
· EAST AMHERST, NY
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$620.8M
Discretionary AUM
$620.8M
Employees
14
Clients
9
Firm
- Address
- 9310 TRANSIT ROAD
EAST AMHERST, NY 14051 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- AdvisorNet Financial, Inc Medium name-match confidence · CIK 1409362 · MN
- LevelField Financial, Inc. Medium name-match confidence · CIK 1741910 · TX
- Financial Synergies Wealth Advisors, Inc. Medium name-match confidence · CIK 2017868 · TX
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AdvisorNet Financial, Inc · D/A · Apr 21, 2026
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LevelField Financial, Inc. · D · Oct 8, 2025$200K
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AdvisorNet Financial, Inc · D/A · Apr 15, 2025
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Financial Synergies Wealth Advisors, Inc. · D · Mar 5, 2025$7M
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LevelField Financial, Inc. · D/A · Jan 21, 2025$2.9M