Steven Mark Elwell
Chief Investment OfficerLevel Financial Advisors, Inc.CRD 6041661
About Steven Mark Elwell
Steven Mark Elwell is listed as Chief Investment Officer at Level Financial Advisors, Inc. in East Amherst, NY. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Level Financial Advisors, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Steven Mark Elwell work?
Steven Mark Elwell is listed as Chief Investment Officer at Level Financial Advisors, Inc. on SEC Form ADV.
How much of Level Financial Advisors, Inc. does Steven Mark Elwell own?
Form ADV reports a beneficial ownership band of 25-50%.
Level Financial Advisors, Inc.
| Title | Chief Investment Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2019 |