Matthew James Giller
Investment adviser representative at Next Level Private LLC
8 yearsExperience
1 stateRegistered in
$1.4BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Next Level Private LLCOct 2024 to now
- FartherJan 2023 to Sep 2024
- MML Investors Services, LLCMar 2020 to Jan 2023
- Northwestern Mutual Investment Services LLCMar 2016 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Next Level Private LLC
$1.4BAssets managed
841Clients
14Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2185571
- Firm CRD
- 313247