TrueAdvisor
TrueAdvisor
GR
GR

Gary Raniolo

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

Gary Raniolo is a registered investment advisor at Next Level Private LLC, based in Harrison, NY, with 13 years of industry experience. Gary 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

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Gary is a licensed insurance professional, dedicating minimal time to this activity. He is also involved with Predators Lacrosse LLC and Rye Youth Lacrosse, both non-profit organizations, since 2014.

Employment History
Current Registrations
Next Level Private LLC
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
UBS Financial Services INC.Broker
January 2015 - September 2021 · 6 yrs 8 mos
UBS Financial Services INC.
January 2015 - September 2021 · 6 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2013 - January 2015 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2012 - January 2015 · 2 yrs 2 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.
More Advisors
More financial advisors in Harrison, NY →All financial advisors in New York →