Thomas George Elliott
Investment adviser representative at Next Level Private LLC
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
5 yearsFirm in business
Are you Thomas George Elliott? Claim your profile
Contact this firm
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
12 years in the industry.
- Next Level Private LLCMar 2025 to now
- Next Level Private LLCOct 2024 to Feb 2025
- Long Island Express NorthJun 2021 to Jul 2024
- Campanella FenceJun 2021 to Jul 2021
- Fairfield UniversityAug 2020 to May 2024
- StudentSep 2014 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7992030
- Firm CRD
- 313247