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Matthew Giller

Next Level Private LLC
31 Years of Experience
Harrison, NY
Sells Insurance
View SEC Summary
View SEC Summary

Matthew Giller is a registered investment advisor at Next Level Private LLC, based in Harrison, NY, with 31 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 841 clients with $1.4B in assets under management.

Next Level Private LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
841 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual investment advisory fees range from 1.00% to 1.50% based on the scope and complexity of services, asset level, and overall relationship. Fees are negotiable at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

500 Mamaroneck Avenue, Suite 501, Harrison, NY, 10528

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Matthew is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations since December 2024. This activity takes about 10-20% of his time.

Employment History
Current Registrations
Next Level Private LLC
December 2024 - Present · 1 yr 10 mos
Previous Registrations
Farther
January 2023 - October 2024 · 1 yr 9 mos
MML Investors Services, LLC
May 2021 - January 2023 · 1 yr 8 mos
MML Investors Services, LLCBroker
March 2020 - January 2023 · 2 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
March 2016 - December 2019 · 3 yrs 9 mos
Seedchange Execution Services INC.Broker
April 2014 - August 2014 · 4 mos
Elevation, LLCBroker
March 2013 - March 2014 · 1 yr
Telsey Advisory Group LLCBroker
January 2011 - March 2013 · 2 yrs 2 mos
Island TradingBroker
May 2009 - January 2011 · 1 yr 8 mos
Abg Sundal Collier INC.Broker
October 2007 - May 2009 · 1 yr 7 mos
Access Securities, INC.Broker
March 2007 - October 2007 · 7 mos
Vandham Securities CORP.Broker
January 2007 - March 2007 · 2 mos
Leerink Swann & CompanyBroker
July 2004 - January 2007 · 2 yrs 6 mos
Morgan Stanley & CO., IncorporatedBroker
October 2000 - July 2004 · 3 yrs 9 mos
Prudential Securities IncorporatedBroker
March 1993 - October 2000 · 7 yrs 7 mos
State Registrations1 state
NY
Advisor

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.

Exams
No exam information available for this advisor.
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