Ross Levin
Investment adviser representative at Next Capital Management LLC
31 yearsExperience
2 statesRegistered in
$2.1BFirm assets
27 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Next Capital Management, LLCSep 2007 to now
- Aida's Liquors, Inc.Oct 1995 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Next Capital Management LLC
$2.1BAssets managed
320Clients
10Advisers
27 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
- 5085169
- Firm CRD
- 110793