Jean Riordan
Jean Riordan is a CFP-designated registered investment advisor at Next Level Private LLC, based in Harrison, NY, with 34 years of industry experience. Jean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 691 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Next Level Private charges a percentage of your portfolio's value each quarter for investment management. The annual fee ranges from 1.00% to 1.50%, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with Next Level Private. Fees may be negotiable. Some clients may be offered a fixed quarterly fee.
Location
500 Mamaroneck Avenue, Suite 501, Harrison, NY, 10528
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2001Other Business ActivitiesSells Insurance
Jean is an agent for Affinity Advantage and Advisors Insurance Brokers, selling non-variable insurance, and for Miscedra & Associates, selling property and casualty insurance. She also provides investment advisory services through Vision Retirement, LLC, and operates Ridgewood Financial Advisors as a DBA for her LPL business, dedicating about 10-20% of her time to Vision Retirement, LLC.
Employment History
Current Registrations
Next Level Private LLC
Previous Registrations
Vision Retirement
LPL Financial LLCBroker
LPL Financial LLC
Lexco Wealth Management, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Mcdonald Investments INC.Broker
Key Investments INC.Broker
Essex National Securities, INC.Broker
Marketing One Securities, INC.Broker
Uslife Equity Sales CORP.Broker
Fisco Equity, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.